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.

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What To Expect

Investing can be complex, but at Bell Institutional Investment Management, we aim to make things simple. We leverage the advantages of institutional investing – such as buying in volume and earning the benefit of lower costs – and pass that value on to our clients. Learn more about how we can help you meet your financial goals. 

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.

Foundations, Endowments, Nonprofits and Corporations

Our services range from complete investment outsourcing to investment-only mandates. 
Learn More

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.

Bell Institutional Leadership

Greg Seeney

Greg Sweeney, CFA®

SVP/Chief Investment & Economic Strategist

701-451-3003 | gsweeney@bell.bank

Zac-Wanzek

Zac Wanzek, CFA®, CPA

SVP/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

Have Questions?

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

 








Quarterly Market Review - Q2 2025

Tariffs remain in the headlines – but their impact on consumer habits remains to be seen. Chief investment and economist strategist Greg Sweeney predicts just one rate cut from the Federal Reserve in the year ahead, and points out that in the markets, the “Magnificent 7” stocks no longer look so magnificent. Describing this current environment as “orderly volatility,” Greg expects normal patterns: reduced deficit spending, lower GDP, and markets continuing their gravitation toward the mean over time. Watch Greg’s Q2 market review for his perspectives on tariffs, the Federal Reserve, and monetary policy.
Team analyzing graph on desk with laptop open

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.

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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, have no bank guarantee,  may lose value,  are not a deposit and not insured by any federal government agency.