Portfolio Management

Since 2002, the Bell Financial Group has managed discretionary individualized portfolios that control risk through global diversification, investment style and asset class. Our customized approach caters to the affluent investors who requires unique solutions for their circumstances. Our discretionary program offers these exclusive benefits:

• The elimination of telephone calls on every trade relieves you from day-to-day decisions so that you are free to focus on what's important to you.
• Regular meetings keep us in touch, ensuring any life changes are considered while your assets are invested.
• Owning the individual securities means that we'll work together to implement tax-efficient solutions that benefit you and your portfolio.
• Top-quality Quarterly Portfolio Reviews.
• The performance of the account is directly correlated to our compensation, aligning our interests with yours

The Bell Financial Group has numerous discretionary mandates that can accommodate any investor's risk profile.

• Are you an income oriented investor seeking steady cash flow?
• Is capital growth and appreciation more important to you?
• Do you look for a balanced portfolio with a mix of equity and income-generating assets?
• Do you prefer international exposure?

No matter your wealth needs, the Bell Financial Group will create custom-built portfolios designed around your risk, income and growth needs.

 

Private Managed Strategies

The Bell Financial Group has carefully created the following portfolios to meet clients' unique needs and goals:

Canadian Income

The Canadian Income portfolio is for income-oriented investors with a medium risk tolerance. The portfolio focuses on selecting stocks and income trusts with high yields and low price betas. There is also focus on upward earnings revisions as well as quarter-over-quarter earnings momentum.

Canadian Growth

The Canadian Growth portfolio is designed for medium to long term investors with a medium risk tolerance. The strategy looks for stocks with good earnings value whose book values are growing but exhibit low levels of earnings variability. Secondary importance is placed on low price to book ratios along with earnings surprises and quarterly earnings momentum.

US Income

The US Income portfolio focuses on selecting stocks with high yields and low price betas. There is also focus on upward earnings revisions as well as quarter-over-quarter earnings momentum.

US Growth

The US Growth portfolio looks for stocks with solid earnings value, whose book values are growing but exhibit low levels of earnings variability. Secondary importance is placed on low price to book ratios along with earnings surprises and quarterly earnings momentum.

Diversified Equity

The Diversified Equity portfolio holds approximately 60 positions. It seeks to provide diversification with respect to geographic region, industry classification and investment style. The portfolio uses a combination of quantitative and fundamental factors to screen and select individual equity positions within North American markets. The portfolio also uses Exchange-Traded Funds (ETFs) to gain exposure to International markets which show high relative strength.

North American Balanced

The North American Balanced portfolio is a medium risk portfolio that provides diversification across asset class, geographic region and management style. The portfolio is primarily invested in North American equities and Fixed Income securities. The portfolio also uses ETFs to gain exposure to international markets which show high relative strength within that category.

Global ETF Asset Allocation

The Global ETF Asset Allocation portfolio is designed for investors seeking long-term growth and reduced volatility through tactical asset allocation. This portfolio allows for broad diversification through asset class, sector, currency, market capitalization and geographic location.

 

Security Selection 

The Bell Financial Group employs multi-disciplined, active, bottom up, quantitative, fundamental and technical analysis.

Both the quantitative and fundamental analysis are performed by proprietary software and has been successfully trading since 2002. The fundamental analysis filters common equities for specific characteristics dependent on the portfolio's objectives.

The technical analysis is a relative-strength filter that ranks common equities and ETFs based on their market price movements versus their peers.

"The combination of quantitative fundamental and technical analysis create a double-confirmation decision making process that is repeatable through cycles, is unemotional and constructs a clear decision making process."

Jeffrey S. Bell, CIM, CFA
Portfolio Manager, Senior Wealth Advisor

Multi-Manager Program 

The Bell Financial Group offers access to institutional third party money managers. Due diligence in investment manager selection comprises of site visits, regular meetings with the portfolio management teams and periodic audits. Significant time is invested in the evaluation process on behalf of our clients. The multi-manager approach to portfolio management is a corner stone of a risk-adjusted, diversified portfolio.