Built for Insurers. Backed by Experience.
For over 40 years, Bell Institutional has been a trusted investment partner to insurance companies across the country. More than just manage assets, we help insurers build resilient portfolios, navigate regulatory complexity, and meet long-term obligations with confidence.
Our team understands that insurance investing isn’t only about delivering returns; it’s also about aligning with liabilities, managing capital efficiently, and staying ahead of evolving regulations. That’s why we operate as an extension of your board and offer insight, accountability, and a deep commitment to your success.
What Makes Bell Institutional Different?
Insurance is Our Foundation
We’ve worked with life, P&C, health, and captive insurers for decades. Our solutions are purpose-built for the insurance industry.
We Think Like Insiders
We collaborate closely with your executive team and board, offering strategic input that supports your investment policy, capital planning, and risk management.
We Deliver More Than Returns
Our approach balances performance with compliance, liquidity, and liability alignment—so your portfolio works for your business, not just the market.
Our Services
We offer a full suite of investment and advisory services tailored to the insurance industry, including:
Investment Strategy and Portfolio Management
- Custom portfolios aligned with your risk profile and regulatory needs
- Active Core and Core-Plus Fixed Income strategies
- Equity, private credit, and alternative asset support
Capital and Risk Analytics
- Enterprise risk modeling and stress testing
- Scenario and peer benchmarking
- Performance attribution and surveillance reporting
Investment Accounting and Reporting
- STAT, GAAP, and IFRS-compliant reporting
- Schedule D and SVO filing assistance
- IMR/AVR, OTTI analysis, and audit support
Board-Level Partnership
- Investment policy development and review
- Asset allocation modeling and capital market insights
- Investment committee training and fiduciary guidance
“Bell operates as though they were our in-house investment team. Even during the financial shake-up, we were able to sleep at night, as Bell’s investment process avoided subprime, Alt A, CMBS and other structured products. There were no credit losses.”
– Robert Simmons, President & Chairman, Oxford Life Insurance Company
Bell Institutional Leadership
Work with Bell and you’ll gain access to our team of industry-leading professionals, experienced in advising clients through multiple investment cycles.
Contact Us
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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.
Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and not insured by any federal government agency.