Bell Kearns & Associates

Who We Are

At Bell Kearns & Associates, we understand that wealth creation can be a complex and overwhelming experience. That's why we're dedicated to providing expert, independent financial guidance to individuals, families, estates, and foundations. With our team of experienced professionals, we strive to make your financial life easier, more manageable, and ultimately, more rewarding.

Our Philosophy

At the heart of our approach is the concept of patience. We believe that a well-crafted investment strategy must be patient, taking a long-term view to navigate the ups and downs of the market. We understand that this approach can be challenging, especially in times of market volatility. That's why we're committed to providing our clients with the guidance, support, and expertise they need to achieve their financial goals.

Our Process

Our proprietary process is designed to deliver exceptional results for our clients. We achieve this by scouring the full spectrum of investment strategies to find growth opportunities wherever they may lie. Our team of experts thoroughly analyzes more than 400 top investment counselor firms and the managers who set their directions, reviewing performance quarterly to ensure our clients' assets are being well-managed.

Independence

At Bell Kearns & Associates, we're fiercely independent. We don't work for any financial institution or investment firm, which means we can provide truly unbiased advice and guidance. Our independence allows us to focus solely on our clients' interests, without any conflicts of interest.

Growth Experience

Our team of experts has the knowledge and experience to help our clients grow their wealth. With a deep understanding of the financial landscape, we're able to identify opportunities and provide guidance to maximize investment returns. Our clients enjoy the benefits of our expertise, which includes expert, personalized, and discreet solutions tailored to their specific needs.

Our Fees

We're compensated solely by our clients, which means our fees are transparent and reasonable. Our fees are calculated as a percentage of assets and are paid in arrears, by the investor. This approach ensures that our interests are aligned with our clients', and we're motivated to provide the best possible service.

Additional Benefits

As a Bell Kearns client, you can expect:

• Personalized service: We serve a limited number of clients, ensuring that you receive our undivided attention and personalized guidance.
• Accessibility: Direct access to our principal consultants, ensuring that your questions are answered promptly and efficiently.
• Discretion: Our services are designed to be discreet and confidential, ensuring that your financial affairs remain private and secure.

At Bell Kearns & Associates, we're dedicated to helping our clients manage their wealth effectively, with the goal of achieving long-term financial success.