Purpose-Driven Institutional Investing

Leveraging Our Expertise to Strengthen Your Institution

Our Philosophy

A Straightforward Approach That Serves You

An investment strategy with the least number of unknown variables has the highest probability of success. That’s why our investment approach is straightforward: keep it simple, hold down costs, diversify investments, minimize unknown variables, respect risk, invest for long-term payoff and let compounding work to the benefit of the portfolio.

Clients & Services

Our Focus is You

If you are looking for a highly experienced and credentialed team of professionals for fixed income, equity and alternative investments, as well as bank and custodial services, trust, and fiduciary administration, you’ll find it with us.

Who We Are

And Why Your Success Matters to Us

Since 1987, clients have entrusted Bell with more than $7 billion in institutional assets. Our team – led by Chief Investment Officer Greg Sweeney, CFA – works closely with institutional clients to understand organizational goals and, in turn, align them with appropriate investment strategies that promote long-term growth. Our tenured professionals include key investing personnel, former auditors and custody insurance banking representatives with combined knowledge in security research and selection, portfolio management, economic analysis and asset allocation, bringing you specialized investment expertise.

Our Commitment to You

  • Steadfast strategy

  • Long-term vision

  • Proven expertise

  • Relationship-driven service

  • Clear communication

Do our values align with yours? Let's chat

Why Us

Our Passion & Purpose Align for Your Success

After decades of sweat equity, averted crises and expertise-driven decision making, you’ve formulated your own definition of success. 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 you take lightly … and it shouldn’t be. Our business is to know your business, your goals and your needs inside and out to add value to your bottom line as though we have a stake in its future, too … because we believe we do.

It’s our history and stability – when met with passion, purpose and expertise – that helps propel our clients forward.

We lean on discipline to stay focused on the strategy, understanding past performance doesn’t guarantee future performance. Rather than predict the best opportunity in the future and attempt to buy it today, we work to buy the best opportunity today and let it accrue for tomorrow – eliminating the frustrations of “tomorrow’s best opportunities” that all too often never materialize. We don’t let impatience distract us from doing what’s best for your success. And even more, our always-on mentality means we’re within reach – we say virtually “across the hall” – to address your concerns and make opportunistic investments as soon as they arise.

Have Immediate Questions?

Contact us at 833.701.0955 or institutions@bell.bank.



Strong Historical Performance

A Vision for Your Institution’s Future

Focusing on transparency and stability, we build portfolios around investors’ needs to achieve strong investment performance over the long term, creating a long track record of risk-adjusted outperformance. Our clients receive world-class investment expertise and the client-first approach of a private organization known for our culture and client satisfaction. Information on our composites and historical performance can be found on the eVestment database or contacting us directly.

2022 saw interest rates push much higher than anticipated, leading to a volatile stock market, historically poor bond market performance, and a real estate market that in total left investors “no place to hide.” Our quarterly market review from chief investment officer Greg Sweeney offers detailed thoughts on what to expect in 2023 – and disagreement with some economists who are calling for “the death of the 60/40 portfolio.

Economic Outlook 2023 Jan



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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