Blue Bell PWM

Investment Management


  1. Custom tailored portfolios to fit your needs
  2. Use hedging techniques to provide downside protection but still participate in the upside of the market
  3. Employ predictable and repeatable strategies
  4. Investment selection in areas of the market commonly ignored by larger brokerage firms as compensation does not match their needs

Investment Management

Blue Bell Private Wealth Management is a fiduciary independent investment advisor. We are fee-only which allows us to act in our client’s best interest 100% of the time. The fee comes as an annual charge on assets that we manage directly for our clients. This fee is typically around 1% and is billed quarterly (.25% per quarter). All fees will be discussed and finalized during meeting process. 

Investment Strategy

  • No Cookie Cutter Portfolios – BBPWM DOES NOT direct investors towards one size fits all cookie cutter portfolios


  • Current Low Interest Rate Environment – There are better ways to manage risk for the long-term than simply allocating to Fixed Income. Many advisors do not have the acumen, ability, time or desire to pursue these strategies


  • Traditional Portfolios – The 60/40 portfolio was developed in the 1950s when bond yields were over 8%


  • Drastic Reduction of Bond Rates – Over the last 30 years, lower rates make cookie cutter portfolios less than ideal


  • Traditional Asset Allocation – Allocating to non-correlated assets alone is not ideal as those assets may become correlated in rapidly declining markets


  • Under-Researched Asset Classes – Our expertise in niche markets such as Closed-End Funds, Equity-linked Notes, Equity-linked Certificate of Deposits and Portfolio Risk Reduction Overlays employing listed covered calls

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.