Why Blue Bell
Independence you can trust
Blue Bell Private Wealth Management is a fee-only investment management firm located in suburban Philadelphia.
Why Blue Bell Private Wealth Management
While being large enough to access investments typically reserved for Institutional UHNW Individuals, the team at Blue Bell Wealth is sized appropriately enough to offer you personalized investment and planning service. With over 150 years of combined experience, the partners and team of Blue Bell Private Wealth Management have been dedicated to helping clients maximize their financial goals.
Through a team effort, we seek to build and maintain long-term relationships using constant, effective communication and impeccable service. Our goal is to permanently improve every client’s financial position, simplify their lives and achieve reliable investment results. Below are some questions that we get most frequently from perspective clients.
Any Questions? We can help you.
As an employee-owned independent investment management company, we answer to our clientele not shareholders or quarterly earnings. Additionally, as a fiduciary we unbiasedly select investments for our clients using innovative, customized strategies tailored to a specific risk profile and investment objectives. Our independence allows us to search for and implement the best solutions regardless of source, provider or revenue sharing agreements as our income is derived solely from our clientele. Blue Bell Private Wealth Management operates under the highest ethical, transparent and professional standards. We put our clients first in everything we do, as the success of our clients’ results in our success.
Blue Bell Private Wealth Management is a fee-only investment advisor. This means that the only way we are compensated is through an annual fee on assets that we manage. Which allows us to act in your best interest 100% of the time.
We work closely with our clients to define their investment objectives, risk tolerance and goals, both short and long-term. An allocation will be constructed from the investment policy with a portfolio built over time. These are not set it and forget it portfolios, monitoring is performed daily not weekly, monthly, or quarterly. Changes to the allocation are continually monitored and adjusted according to market conditions and opportunity related to risk tolerance and goals. Our expertise is in exchange-traded funds and niche markets such as closed-end funds, equity-linked notes/certificates of deposit, and portfolio hedging overlays using listed covered options.
In addition to investment management our advisors provide the following services to our clients at no additional charge:
- Retirement and Financial Planning
- Social Security Planning
- 401 (k) advice
- Education Planning
- Tax/Estate Planning
*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. Please Also Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Blue Bell is engaged, or continues to be engaged, to provide investment advisory services.
