Manage Institutional Assets

Managing assets tailored to our clients' needs

Investment management

How do we build investment portfolios designed to meet long-term goals? With nearly $5 billion in assets entrusted to us, we balance our focus between managing acceptable risk and delivering superior returns.

The people I deal with know who I am. They know what my needs are, and they’re willing to go the extra mile to meet every banking need I might have.
-Mike W.

Manage Institutional Investments

Bell’s investments compete favorably with those of national managers across the country – and often do so at a lower cost.

Our services:

  • 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.

Why Bell

Navigating investments is complex. As active managers of your investments, we give you strong guidance, advice and oversight of your portfolio and returns.

Investment management

Refer your family and friends

If you love banking at Bell, tell others to make the switch! When they open a new personal checking account with us, we’ll give each of you $50.

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