Discovery and Goal Setting 

During your initial meeting, the Bell Financial Group will work with you to help you define your goals and objectives as well as share our approach to wealth management. The purpose of this meeting is to lay the stepping stones for the planning process. In our experience, this becomes the foundation of a good long-term relationship.

Once we've determined what matters most to you, a personalized plan is created to accomplish your objectives. Your objectives then define the Investment Policy Statement (IPS) that determine your investment parameters. The IPS becomes the corner stone to guide the asset allocation and investment management strategies unique to your situation.

Customized Asset Allocation 

The Bell Financial Group creates customized portfolios with a combination of strategic and tactical asset allocation to take advantage of market themes and cycles. Utilizing our proprietary discretionary portfolios (both equity and fixed income), in combination with third party institutional managers and alternative/absolute return strategies, the Bell Financial Group creates unique portfolios that are liquid, nimble, globally diversified, tax efficient and measurable.