A complete list of active advisors currently associated with Bass and Bell, Inc.

Warmer can help you find a great advisor at Bass and Bell, Inc. or one who fits your needs even better.

Bass and Bell serves individuals (including high net worth clients) as well as corporations, foundations, retirement plans and plan participants. The firm provides discretionary and non-discretionary portfolio management, integrated financial planning delivered alongside investment management, retirement plan consulting, and non-discretionary advice to plan participants. At the outset of each relationship the firm develops a Financial Profile and a tailored Investment Plan and reviews those plans periodically, implementing strategies under either discretionary or non-discretionary authority. Portfolio implementation uses ETFs, mutual funds, equities and fixed income but can also employ active techniques—including short sales, margin, covered options and allocations to emerging and international markets—supported by fundamental, quantitative, technical and charting analysis. The adviser manages just over $1 billion of client assets with a six-advisor team and about 329 client relationships, implying a relatively large average account size for a team firm. Employees are also licensed to sell insurance (with disclosed commission arrangements), and the firm participates in Raymond James’ institutional platform for custody, execution, research and access to certain mutual funds typically available to institutional investors.

To learn more about the advisors currently working at Bass and Bell, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.