Find institutional investment solutions

With a collaborative approach to investing, Bell Bank Investment Management allows your institution – whether an insurance company, pension fund, foundation, endowment or nonprofit organization – to engage an entire team of highly-credentialed investment management professionals.

Since 1987, institutional clients have entrusted Bell with more than $4.5 billion in institutional assets, most of them managed as separate accounts.

Investment Philosophy

Bell employs an opportunistic investing strategy based on relative value and the preservation of principal. Risk is first aligned to your investment policy, then tailored to meet institutional goals.

Transparency is the key in working with our clients. We adhere to these essential principles:

  • For fixed-income strategies, a focus on high-quality credit combined with sector, maturity and duration management
  • For equity strategies, a focus on seeking income and capital appreciation over a market cycle, with a quantitative, earnings-driven approach
  • Stable portfolio construction, married with low turnover, designed to deliver consistent long-term returns with broad diversification
  • Superior risk-adjusted returns since 1987

Interested?

Email: institutions@bell.bank

Call: 952-905-5053

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.

Investment Strategies

Fixed Income

Bell provides your institution with expert management of separate account fixed income portfolios, tailored to match your investment policy and goals. We offer traditional portfolio strategies to generate high-quality income from a highly diversified portfolio:

  • Government/credit – both taxable and tax exempt
  • Municipal bonds – both taxable and tax exempt
  • Core plus – adds quality yield to core fixed income
  • Short-term/liquidity – investment-grade corporate bonds, primarily industrials and utilities

Equity Income

Bell’s equity income strategy is designed primarily to provide an income stream greater than 175% of the income offered by constituents of the S&P 500. This strategy offers the stable income and consistent quality typical of bonds, diversified by investing in a mix of common stocks:

  • Foreign and domestic
  • Preferred stocks
  • Exchange traded funds (ETFs)
  • Real estate investment trusts (REITs)
  • Money market instruments

Email: institutions@bell.bank

Call: 952-905-5053

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.

Investment Process

Bell builds stable portfolios designed to deliver consistent results for your institution. Portfolio construction focuses on managing risk and return at the individual security level through:

  • Selection of securities with stable characteristics that meet long-term objectives
  • Pursuit of incremental excess income, stable cash flow and credit quality, with a duration that closely tracks that of the client-selected benchmark

Our dedicated investment team builds on our combined knowledge in the areas of security research and selection, portfolio management, economic outlook and asset allocation. These professionals conduct extensive quantitative and economic research in a top-down, bottom-up portfolio construction process:

  • Top-down – from the perspective of macroeconomic, political, fiscal, monetary and technical analysis across economic sectors, market capitalization ranges, investment styles (growth/value) and asset classes
  • Bottom-up – from a disciplined, earnings-driven analysis of individual companies within economic sectors that meet our rigorous screening process

Email: institutions@bell.bank

Call: 952-905-5053

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.

Our Team

Bell Bank's Investment Management team is led by Chief investment Officer Greg Sweeney, CFA. This highly experienced and credentialed team is responsible for monitoring assets under management, working closely with each institutional client to understand organizational goals, then align them with appropriate investment strategies.

Investment decisions are governed by consensus among the committee, which regularly reviews and approves all investment and trading activity. Our senior investment professionals meet weekly to distill insights into specific investment themes and portfolio guidelines.

Find an expert

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.