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
Since 1987, clients have entrusted Bell with more than $7 billion in institutional assets. Our team works closely with institutional clients to understand organizational goals and, in turn, align them with appropriate investment strategies that promote long-term growth.
Our clients receive world-class investment expertise and the client-first approach of a private organization known for our culture and client satisfaction.
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 35 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."
- Greg Sweeney, 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
Quarterly Market Review - Q3 2024
Although the markets have seen a great start to 2024, a closer look reveals consumer challenges that are likely to continue through the last half of the year. While many investors wonder what adjustments to make during an election year, most markets do fine during election years, and the economy continues to grow alongside election-year anxieties. In Bell’s third quarterly market review of 2024, chief investment officer Greg Sweeney offers more detailed investment strategies and portfolio positioning, based on long-term outlooks and your ultimate goals.
Economic Outlook
Read the always interesting take on the latest market and economic trends from Greg Sweeney, Bell’s chief investment officer, in this month’s Economic Outlook.
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 | No Bank Guarantee | May Lose Value | Not A Deposit | Not Insured by Any Federal Government Agency