Copyright 2009. Bell Financial Management Corporation

At Bell Financial Management Corporation, we handle your money with care. We seek to reduce risk while optimizing gains through tactical diversification and always remain flexible to market shifts so our clients are not overly exposed to risk, no matter the market conditions.  Through our careful management, our clients have earned positive returns during this recent stock market crash, beginning in 2007*.

Experience and Unparalleled Track Record

Lead by Mr.Bell has over 25 years of experience providing wealth management services to his clients, has founded two broker dealers (National Association of Securities Dealers) and holds 6 FINRA licenses.  

We have consistently provided positive returns to our clients throughout our 14 year history*.  We're proud of the fact that even throughout the latest stock market crash, our clients have earned positive returns, beginning in 2007**.

Individual Attention
To achieve our clients' investment goals, we design customized portfolios with a clear strategy to meet their financial needs. Proactive account management by one of our investment advisors allows us to obtain our clients' unique objectives.  In addition all clients receive a comprehensive annual review to ensure their portfolio management is still suited to their goals.

Focus on Seniors
At Bell Financial Management Corporation, we focus on the financial needs of seniors. This focus enables us to be specialists in financial tools which benefit those approaching or in retirement, including social security taxes, impact of inflation on retirement savings and investing securely for growth.

Our Staff

We employ highly qualified and experienced staff who are driven to provide you the best advice possible.  We ensure that our advice is based on your best interest - not ours.

All investment decisions are developed and reviewed by Mr. Sheldon M.Bell who has over 25 years of experience providing wealth management services to his clients.   

Market Analysis

We do not attempt financial market timing as no portfolio manager can predict, with any certainty, the ripples of daily, weekly, or monthly price volatility. However, we do facilitate strategies outside of market timing in its conventional form, to prevent a momentum decline in its clients' managed assets.  Through our management, our clients have earned positive returns on stock market investments, beginning 2007**.

* 2008 Average accounts lost less than 4%, individual accounts may differ.

**Average client account experienced no losses from July 1, 07 through to March 31, 09.  
  Individual accounts may vary.