Bell Investment Associates is a sister firm to Bell Associates. Founded in 2009, Bell Associates assists wealth managers with risk and performance analytics and related decision-support tools. Owing to circumstances and client requests, Bell Investment Associates was founded to assist a select number of managers with 3rd party marketing/placement services.

The following are the advantages of partnering with Bell Investment Associates:

• Due diligence capabilities and experience in selecting high conviction, top performing managers

• Internal research and leading industry databases to effectively reach appropriate investors

• Access to our portfolio analytics and data (e.g. optimization, risk, performance)

• Existing relationships within the wealth manager and family office channels