Invest toward larger goals

Personal Investing Bell Bank

How do we build investment portfolios designed to meet long-term goals? With more than $6 billion in assets entrusted to Bell Bank, we balance our focus between managing individual banking needs and providing access to investment services to help our customers pursue their goals.


Investment Management

You need an investment strategy tailored to meet your long-term investment goals. We can help.


Our services include:

  • High net worth individuals and family investment management
  • Investment management on behalf of foundations, endowments, and nonprofit organizations
  • Investment policy and strategy – for boards of directors and investment committees
  • Philanthropic solutions – customized investment policy, grant administration and liquidation of assets, if needed, for nonprofit organizations


Our team uses a broad array of investments – including stocks, bonds, alternative assets and real estate investments – to meet your objectives, whether for streams of income, tax advantages or capital appreciation.


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


Find an investment management professional near you.

Meet your investment management professional who can help you with your banking needs.

Why Bell

We listen to each customer and offer personal service and guidance. It's what sets us apart from the rest.

 

Treat Yourself!

Refer a new customer to Bell, and you'll each get $50. Use it as fun money (or whatever you want)!

Paperless Promo

Paperless: It's the Right Thing

Save stacks of paper (and several trees) when you choose paperless statements. Plus, you’ll get $5 per deposit account the first time you switch to online paperless statements.

PIF-Web-Promo-Referral-program-optimized

Gifts That Change Lives

Bell’s unique Pay It Forward initiative has empowered more than $18 million in giving and changed thousands of lives. Check out our stories (but have a tissue handy!).