How do we build investment portfolios designed to meet long-term goals? With nearly $5 billion in assets entrusted to us, we balance our focus between managing acceptable risk and delivering superior returns.
The people I deal with know who I am. They know what my needs are, and they’re willing to go the extra mile to meet every banking need I might have.
Manage Institutional Investments
Bell’s investments compete favorably with those of national managers across the country – and often do so at a lower cost.
- High net worth individuals and family investment management
- Investment management on behalf of foundations, endowments, and nonprofit organizations
- Investment policy and strategy – for boards of directors and investment committees
- Philanthropic solutions – customized investment policy, grant administration and liquidation of assets, if needed, for nonprofit organizations
Our team uses a broad array of investments – including stocks, bonds, alternative assets and real estate investments – to meet your objectives, whether for streams of income, tax advantages or capital appreciation.