Bell Investment Associates offers customized marketing programs for investment managers. We commit senior partners to augment your internal resources to achieve your sales goals. Our range of services includes:

    •   Business Development (Outbound Phone Calls)
    •   Coordination of Marketing/Sales Plan
    •   Sales Presentations
    •   RFI/RFP Response Preparation
    •   Attending Conferences/Seminars (Networking)
    •   Access to our Portfolio Analytics and Data (e.g. Optimization, Risk, ........Performance)         

Bell Investment Associates was formed to assist investment boutique managers with raising assets within the institutional arena. Today, we have expanded to manage relationships in the following channels:
 
    •   Consultants
    •   Endowments & Foundations
    •   Family Offices
    •   Wealth Managers
    •   Public & Corporate Pensions