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About Bell Investment Advisors, Inc.

Bell Investment Advisors ( 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 ( 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

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.

Manage Your Portfolio with the Position Manager

There are quite a variety of investment newsletter services available to investors today, which achieve a decent track record. In reality, however, many newsletters have not translated well for most investors that subscribe to them. The reason? Money management. Without the proper position sizing using the right money management tool, you are only dealing with half the formula for success.

Let's face it: if there was one consistently successful investment newsletter, then the word would spread rapidly, and that one investment newsletter would have more customers than the population of China. The reality is that there has never been such a success. Why? Because in the final analysis, 8 out of 10 investors fail due to one simple reason: position sizing.

The majority of investors who subscribe to investment newsletters think that the process is as simple as "Just give me your recommendations and let me become as successful as you are". Unfortunately, as money managers know, entry points account for very little in the overall success of a portfolio. Find out why! is not affiliated with, or endorsed by, Bell Investment Advisors, Inc. or

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