About My Practice
I provide fee-only investment management services and offer comprehensive fee-only financial planning to my investment management clients. For investment management, I specialize in creating and actively managing customized portfolios of no-load mutual funds. My investment philosophy is proactive, utilizing the discipline of Active Portfolio Enhancement® developed at Bell Investment Advisors, Inc. to position assets in top-performing funds and to upgrade out of funds that have lost their performance leadership. Please visit www.bellinvest.com for more information. Minimum investment: $500,000.
I founded Bell Investment Advisors in 1991 and have worked in the investment field since 1982.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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