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Bell Institutional

Investment Solutions for Nonprofits

Specialized investment services for nonprofits, foundations and endowments

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Expertise and Approach

Bell Institutional’s nonprofit team can provide guidance and support for your charitable organization with deep experience in nonprofit governance, investment management, financial planning, and more. We’ll help manage your investment portfolio and serve as an extension of your board or investment committee to help you further your mission and amplify change in your community. Read our article or watch the video to learn more.

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Our Services

Committee/Board Support

Our team will work to learn about your mission and goals in order to serve as an extension of your executive team, board and finance committee. 

Investment Management

We'll help create a durable investment portfolio with strategic allocations specifically tailored to your goals and objectives.

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 "Mayville State University has operated as the 'School of Personal Service' for the past 134 years. As a graduate of MSU, when I came on board with the MSU Foundation I looked for partners that produced the same effort: partners who give 110%, shake your hand, and who will be there when you need them. I found that in Bell Bank." 

 

- Lonny Jorgenson, Mayville State University Foundation executive director

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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.