It might sound obvious, but it's often overlooked, that wealth creates complexity. Understanding, tracking, investing, diversifying, monitoring, protecting, growing, managing. Clients of Bell Kearns & Associates have described us as Chief Investment Officers for foundations and families. What we do is take away the complexity - but not the control - of managing your wealth.
We are investment consultants who specialize in, well, all that and more. With experience, acumen (and acuwomen), Bell Kearns brings insight and oversight to the management of your wealth. And we do it well.
We are investment consultants who specialize in, well, all that and more. With experience, acumen (and acuwomen), Bell Kearns brings insight and oversight to the management of your wealth. And we do it well.
Services
It's not that we don't appreciate a good day in the market, it's just that we find a good decade much more satisfying. At Bell Kearns, it is our approach that an investment strategy must be patient. The market is not at all predictable from moment-to-moment but, for the wise investor, it has proven to be consistent over time.
Ferociously independent, Bell Kearns & Associates is rare among financial and investment firms, one-of-a-kind, we believe. Our independence is important to you because it's the fact that we are not tethered to any financial firm or product that allows us to scour the full spectrum of investment strategies to find growth opportunities wherever they may lie.
Bell Kearns fees, which represent a very small portion of a client's investment fees, are paid in arrears, by the investor and are calculated as a percentage of assets. To you, this simple, transparent approach means there is no situation where we can be conflicted by self-interest and we can focus completely on your financial interests.
Let's face it, your appreciation of any type of investment guidance is going to be based on success - it will come down to numbers. The thing about numbers (even great ones) is that we can't promise them. Literally, it's against the law, and somewhere behind a lawyer's asterisk in every investment marketing piece, you'll find a disclaimer similar to: "Past performance is not a guarantee of future results."
At Bell Kearns & Associates, we have a long history of understanding the needs and objectives of high net worth families, endowments, foundations, estates and not-for-profit organizations. Based on our experience, we've developed exclusive methodologies that help us provide our clients with quality service and exceptional advice.
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