We design investment strategies to meet long-term investment goals by building portfolios tailored to our clients’ needs. Our investments compete favorably with those of national managers across the country – and often do so at a lower cost.
At Bell State Bank & Trust, managing your investments is all about protecting and growing your wealth to ensure a stream of income after you retire. “Trust” is in our name. When you work with us, you’ll find professionals who understand your situation and respect your wishes as we manage your assets toward future goals.
Navigating the waters of investments – understanding markets, trends, risks and the many choices in stocks and bonds – is a complex task. As active managers of your investments, Bell State Bank & Trust’s professionals give you strong guidance, advice on various types of investments and oversight of your investment portfolio and returns.
We’ve got experts in investment management! And they’re happy to provide resources that keep you informed about and comfortable with your investments:
When you invest your hard-earned assets, you’re looking for investment returns. Our investment management professionals carefully identify the best investment options for you, including Lifestyle Funds and Managed Allocation Portfolios (MAP) funds, Target Funds based on your projected retirement date, quality mutual funds and other securities.
Not only do we offer a superior investment selection, but with Bell State Bank & Trust, you have access to the best money managers, locally and worldwide, to manage investment funds in which you have a stake. Bell State Bank & Trust investment management professionals do not work on a commission basis. Instead, our advisors help you make decisions according to your financial situation and goals.
Bell State Bank & Trust’s comprehensive financial services go well beyond basic investment options. We invest your funds only after careful consideration of how they fit into your overall financial situation, risk tolerance and goals. Your investment management team will work with you in a five-step process for financial planning.
Greg Sweeney, CFA
Becky Walen, CFP
Learn more about our financial experts.