A complete list of active advisors currently associated with Bell Investment Advisors Inc

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

Bell Investment Advisors is a team-based SEC-registered adviser that serves individual clients (including high-net-worth households), trusts, and institutional accounts, providing ongoing investment management alongside financial planning and consultation services. The firm offers both project-based planning and ongoing advisory relationships to align portfolios with clients’ financial objectives. BIA implements diversified strategies primarily through exchange-traded funds and no-load mutual funds, with occasional use of individual securities and option strategies where appropriate, and states that leverage is not a core part of its approach. Investment policy statements are customized for each client and portfolios are monitored and reviewed on an ongoing basis to reflect changes in objectives, time horizon and liquidity needs. Notable operational distinctions include managing 529 plan assets on a separate platform (maintained at American Funds) and recommending a single primary custodian (Schwab), from which the firm receives institutional services, technology and practice-support benefits that it discloses as potential conflicts of interest. The firm generally executes trades on an account-by-account basis rather than aggregating block trades, does not vote client proxies (forwarding ballots to clients), uses standing letters of authorization in some accounts (a form of custody under SEC guidance), and provides fee-only comprehensive planning engagements in addition to hourly consultation.

To learn more about the advisors currently working at Bell Investment Advisors 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.