Investment Solutions for Nonprofits
Specialized investment services for nonprofits, foundations and endowments
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.
Our Services
Committee/Board Support
Investment Management
Administrative Support
"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
Nonprofit Leadership
Work with Bell and you’ll gain access to our team of industry-leading professionals, experienced in advising clients through multiple investment cycles.
Nathan Erickson, CFA®, CFP®, CAIA
SVP/Director of Investment Strategy
Contact Us
Interested in learning more? Fill out the form below and our team will be in touch to learn more about your organization’s mission and goals, and discuss how we can help.
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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 | No Bank Guarantee | May Lose Value | Not A Deposit | Not Insured by Any Federal Government Agency