Investment Management

All our Client’s portfolios are custom-tailored to their specific goals.

Let's reach your financial goals!

Investment Management

When you utilize our investment planning services and unique capabilities, our distinct and proven processes aim to capture all your goals and ambitions.

Our Expert Advisors:

Our goal is to permanently improve every client's financial position and simplify their lives.

Blue Bell PWM compass

J. Scott Miller

Managing Partner

Jon Sobotkin

Partner

Jim Behr

Vice President

Our Services:

Risk Assessment

Help determine risk tolerance, need, and capacity to achieve long-term financial goals.

Portfolio Construction

Build and actively manage personalized portfolios designed to meet clients’ needs and objectives.

Monitor & Rebalance

Ongoing monitoring of accounts to help ensure proper allocation and diversification.

Cash Management

Manage cash, income distributions, and liquidity needs.

Tax Loss Harvesting

Tax loss harvesting when applicable.

AND SO MUCH MORE....

Blue Bell PWM chart

Investment Management

Investing can help you reach your financial goals and ensure that your dreams of retirement are achieved. When you utilize our investment planning services and unique capabilities, our distinct and proven processes aim to capture all your goals and ambitions. Whether you already have extensive knowledge of the financial markets or you want someone to aid in your stock management or portfolio diversification, a Blue Bell Private Wealth Management advisor can help you. 

When you utilize our investment planning services, we focus on creating a path towards your long-term financial goals through a customized investment plan. Located in Blue Bell, PA, we serve clients in Greater Philadelphia and across the country. Not only can we help with investment planning, our firm also specializes in financial planning, retirement planning, 401(k) advice, and social security services. Whether you need assistance with mutual funds, retirement, stock management, bonds, portfolio diversification, or real estate investments, we are here to help. It’s never too early to start, so contact us today to take advantage of all our benefits so we can start helping you achieve your financial goals as soon as possible.

Our Investment Philosophy

Many investors are unsure if their current income, investments, and assets will support them through retirement. To help our clients with their investment portfolio we first work hard to create a personalized view of your financial situation. Your portfolio will be personalized based on your objectives, needs, and risk tolerances. Our investment philosophy is:

Grounded in a fundamental belief of risk reduction; we focus on employing strategies that protect on the downside.

Core-satellite approach utilizing actively manage closed-end funds with low-cost passive exchange traded funds.

Continuous proactive risk management through structured notes, defined outcome ETFs, equity linked CDs, and covered call strategies.

Diversified across styles, market caps, and geographies.

The Insight on Investing

Market Volatility & Inelastic Markets

Mike Weber, CFP®

After the severe impact of the 2008 Financial Crisis began to resolve over the follow decade, I began to anecdotally feel that something felt different about the market’s overall behavior.

The first 100k

Alex LaRosa, CFP®

Getting started in investing can be a slow and painful grind. It the beginning, it doesn’t even really matter how good at investing you are because the truly hard part is saving the excess cash to invest.

Investing Post-Pandemic: What to Know

Alex LaRosa, CFP®

With vaccine rollouts having such great success in the US, it is time to start thinking about going back to life as it was, as we regain a sense of normalcy.

Get all your investment questions answered, Quickly

*Please Note: The scope of any financial planning and consulting services depends upon the terms of the engagement, and the specific requests and needs of the client. Blue Bell does not serve as a law firm, a certified public accounting firm, nor an insurance agency. Blue Bell does not prepare legal documents or tax returns, nor does it sell insurance products. past endorsement of Blue Bell by any of its clients.