Investment Management
You know your institution’s investment history – and every turn it took to get where you are today – so who you entrust with your investments is not a decision to take lightly.
What To Expect
Investing can be complex, but at Bell Institutional Investment Management, we aim to make things simple. We leverage the advantages of institutional investing – such as buying in volume and earning the benefit of lower costs – and pass that value on to our clients. Learn more about how we can help you meet your financial goals.
Steadfast Strategy
Past performance isn't a guarantee for the future. We lean on discipline, stay focused on strategy and uncover unknown variables.
Long-Term Vision
We build portfolios to achieve strong investment performance, creating a track record of risk-adjusted performance.
Proven Expertise
Our highly credentialed team of investors has more than 40 years of experience counseling clients through multiple economic cycles.
Relationship-Driven Service
Our team will work closely with you to understand your goals and your needs in order to add value to your bottom line.
Clear Communication
Our always-on mentality means we’re within reach to address your concerns and make opportunistic investments once they arise.
"It's our history and stability - when met with passion, purpose and expertise - that helps propel our clients forward."
- Zac Wanzek, Chief Investment Officer
Our Services
Our team has a deep history managing investment portfolios for insurance clients, large institutional clients, private clients, family offices and more.
Insurance Companies
Foundations, Endowments, Nonprofits and Corporations
Individual Investor and Family Office Services
Bell Institutional Leadership
Nathan Erickson, CFA®, CFP®
SVP/Director of Institutional Consulting
Quarterly Market Review
In the latest edition of the Quarterly Market Review, Greg Sweeney breaks down the numbers that reinforce the belief that consistent, long-term investing is the best strategy for success. Remember to stay focused on secular economic trends, not cyclical.
Market Commentary and Insights
Economic Outlook
Read our latest Economic Outlook from Greg Sweeney, Bell Bank’s chief investment officer.
Capital Market Assumptions
Bell Institutional Investment Management’s Capital Market Assumptions provide a 10-year outlook on expected returns, volatility and correlations across major asset classes.
Bell Wealth Q1 2026
Bell Institutional Investment Management claims compliance with Global Investment Performance Standards (GIPS®). For a complete list and description of the composites and/or a presentation that adheres to the GIPS standards, contact institutions@bell.bank.
Products and services offered through Bell Bank Wealth Management are: Not FDIC Insured | No Bank Guarantee | May Lose Value | Not A Deposit | Not Insured by Any Federal Government Agency.