Return to the Guru
Directory
About Bell Investment Advisors,
Inc.
Bell
Investment Advisors (BellInvest.com)
is a wealth management firm,
founded in 1991. The firm uses
its proprietary Active Portfolio
Enhancement technology as its
core investment strategy.
Bell Investment Advisors
focuses exclusively on no-load mutual funds in managing
its clients' portfolios. The firm's approach is not one
of passive "buy and hold" management or static asset
allocation. Instead, Bell Investment Advisors uses
Active Portfolio Enhancement to engage in a rigorous buy
and sell discipline that responds to changes in market
performance leadership.
A guiding principle of Bell
Investment Advisors is to engage with clients in a way
that is conflict-free. As such, Bell Investment Advisors
offers its investment management and financial planning
services on a "fee-only" basis. This means the firm is
not compensated in any way by the investments or
products it recommends or implements.
About the Bell Performance
Review
The
Bell Performance Review (BellPerformance.com)
offers independent investors a
simple, flexible strategy for
moving their assets into funds
that are performing well,
relative to the market.
Subscribers need only review
their portfolio and newsletter
once every month, and move out
of lower-ranked funds and into
higher-ranked funds. Bell
Investment Advisors uses recent,
short-term performance as a
guide to identify and rank
no-load funds based on market
trends. As a result, subscribers
can use the Bell Performance
Review to get in early on an
emerging trend, harvest excess
returns, and avoid trouble
areas.
Bell Investment Advisors, Inc.
Contact Information
Bell
Investment Advisors
1111 Broadway, Suite 2130
Oakland, CA 94607
info@bellperformance.com
1-800-700-0089
The
above description was assembled
using information from the
publisher's site. All registered
or unregistered trademarks
referenced herein are the
property of their respective
owners, and no trademark rights
to the same are claimed. |