Blue Bell Private Wealth Management

The Investment Process

At Blue Bell Private Wealth Management, we are committed to identifying appropriate investment opportunities for you.

Our Investment Philosophy

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 doesn’t match their needs

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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