Blue Bell PWM

Investment
Planning

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

All our client’s portfolios are custom tailored to their specific goals. We provide complimentary reviews and will tell you if your investments fit your needs.

OUR SERVICES

Investment Planning

Investing in financial markets 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. 

Our Strategies 

Many investors are unsure if their current income, investments, and assets will support them through retirement. To help our clients with their investment portfolio management strategies and to answer these important questions, our financial advisors stick to a proven process. We work hard to create a comprehensive and personalized view of your financial situation. Our process begins with:

  • Creating custom-tailored portfolios to fit your needs
  • Using hedging techniques to provide downside protection but still participate in the upside of the market
  • Employing predictable and repeatable strategies
  • Investment selection in areas of the market commonly ignored by larger brokerage firms as compensation doesn’t match their need

When you utilize our investment planning services, we focus on creating a path towards your long-term financial goals through a customized investment plan. We then consider when and where to invest your assets and that leads us to the how and why we’re investing. With a complete understanding, we then look with a clear eye towards your future, managing the details of your plan every day to get you where you want to be. Our investment portfolio management services are available to residents in the Greater Philadelphia and suburban areas. Not only can we help with investment planning, our firm also specializes in 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, know we are here to help you with any investment planning services. 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.

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A Closed-End Fund (CEF) is a type of investment fund. CEF's have a fixed number of shares that are traded on a stock exchange throughout the day. Because of this they can trade at a discount to their Net Asset Value. We only recommend purchasing CEF's when they are trading at a discount.
Structured Investments utilize various trading techniques to provide equity-like returns, risk reduction, and diversification strategies. These investments are customized specifically for clients of BBPWM and are purchased using a competitive bidding basis.
An Exchange-Traded Fund (ETF) is a type of security that tracks and index fund, but trades like a stock on an exchange. ETFs allow investors to traded the entire market as though it were one single stock.
Covered Call Writing is an option strategy in which we sell call options on stocks or ETF's that we hold. Not only does this reduce risk in the underlying, but there are many market conditions where they provide greater returns.
  • Closed-End Funds
  • Structured Investments
  • Exchange-Traded Funds
  • Covered Call Writing

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