Join us for a review of market activity and the economic events of 2011, as well as a look forward to what 2012 has in store for investors.
Jim Bell, CFP®, President & Founder
Matt King, CFA, Managing Director, Chief Investment Officer
Bell Investment Advisors is a privately-held,
registered investment advisory firm located in the San Francisco Bay Area,
California, headquartered in Oakland with a satellite office in Santa Rosa’s
In addition to utilizing our proprietary momentum-based investment strategy, ACTIVE PORTFOLIO ENHANCEMENT®, we also offer comprehensive Financial Planning and Career & Life Coaching.