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

Our services range from consulting on critical issues that support your business strategy to helping streamline your reporting and accounting. 
Details
  • Asset allocation modeling
  • Strategic planning and investment policy guidance
  • Investment-grade fixed income
  • Dividend focused equity
  • Enterprise Risk Management
  • Investment accounting – Clearwater Analytics
  • Comprehensive investment analytics and performance reporting

Foundations, Endowments, Nonprofits and Corporations

Our services range from complete investment outsourcing to investment-only mandates.
Details
  • Investment Policy Development
  • Portfolio Implementation
  • Strategic Asset Allocation
  • Comprehensive Oversight and Performance Reporting
  • Treasury and Enhanced Cash-Management Liquidity Solutions
  • Risk Management
  • Cash Flow & Spending Analysis
  • Donor & Gifting Support

Individual Investor and Family Office Services

Our cost-effective, institutionally-based investment services range from advice on a specific asset class or strategy mandates to fully outsourced investment management.
Details
  • Goals-based investment approach
  • Investment policy statement development
  • Comprehensive financial planning
  • Separately managed and customized portfolios
  • Estate and tax planning
  • Cash-flow forecasting and liquidity management

Bell Institutional Leadership

Greg-SweeneyF

Greg Sweeney, CFA®

SVP/Chief Investment Officer

701-451-3003 | gsweeney@bell.bank

Zac-Wanzek

Zac Wanzek, CFA®, CPA

SVP/Deputy Chief Investment Officer

701-451-3433 | zwanzek@bell.bank 

Nathan-Erickson

Nathan Erickson, CFA®, CFP®

SVP/Director of Investment Strategy

701-451-3032 | naerickson@bell.bank

Quarterly Market Review

Markets looked very different by the end of last year from what had been predicted, partly due to themes investors continue to watch. One of those is the concentration of S&P 500 securities among just a few companies, known as the Magnificent Seven. In Bell’s first quarterly market review of 2024, chief investment officer Greg Sweeney dives into additional trends that impact markets and the economy.
Graphs

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 

Have Questions?

Contact us at 833-701-0955, or fill out our form below.