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.