Bell Management Services is a boutique investment advisory service focusing exclusively on wealth management for high net worth individuals, families, and trusts. The expertise of the company lies in the ability to successfully structure, execute and manage extensive client portfolios, developing maximum returns for every client.

What makes Bell Management Services unique is our unprecedented commitment to establishing a solid relationship with our clients and their supplemental advisors. This intimacy has proved to be instrumental in our being able to successfully tailor a portfolio to satisfy the client’s needs and exceed investment policy standards. We offer our clients direct communication with fund managers to ensure proper portfolio structure and security selection.

The Bell Management team has more than ten years of experience in establishing portfolios that provide long term security beyond the returns. With broad ranging skill and understanding of stocks and bonds, mutual and hedge funds as well as venture capital knowledge, we are prepared to assist all of our clients in reaching their financial goals.

Founded in 2003, Bell Management Services is based in Goleta, California.