Three Bell Capital

Who are we?

Independent, Complete, Conflict-Free Financial Advice

Our private wealth management practice is focused on founders, executives, and early employees who are somewhere in the process of starting, growing, and exiting private companies.

Our corporate practice structures, designs, implements and manages 401(k) and executive pension plans for some of most well-respected and successful venture capital firms and technology companies in the industry.

In cases where our clients need early liquidity, we work through our FINRA registered broker dealer to diversify out of concentrated private stock positions via private placement sales.

We provide:

PRIVATE WEALTH MANAGEMENT
CORPORATE RETIREMENT PLANS
PRIVATE PLACEMENT TRANSACTIONS

PRIVATE WEALTH MANAGEMENT

PRIVATE WEALTH MANAGEMENT

Planning for entrepreneurs and early executives along all phases of a company’s lifecycle is our core expertise. We work collaboratively with clients throughout founder share inception, pre-liquidity planning, and post-liquidity asset management phases by providing integrated, comprehensive services guided by a conflict-free, process-driven and values-based approach.

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CORPORATE RETIREMENT PLANS

CORPORATE RETIREMENT PLANS

Minimizing fiduciary risk while providing optimal investment options is essential to a 401(k) plan that can attract and retain top talent in a competitive job market. We work with your management team to design and select plans and providers that align with company goals while creating a targeted menu of investment options including real estate, limited partnership interests, and private company stocks.

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PRIVATE PLACEMENTS TRANSACTIONS

Early liquidity opportunities for founders and employees through private placements transactions and company sponsored tender offerings balance long IPO processes against needs for personal risk mitigation and lifestyle security. We leverage in-house legal experience and networks of institutional buyers to facilitate discreet transactions, managing the process from start to finish.

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62%
of Americans have less than $1000 in savings. (45% have nothing)
50%
peak to trough drop in S&P 500 during the Great Recession
$220K
the average a 65 year old couple will spend on healthcare over the next 20 years
1 in 4
employees who do not contribute enough to their 401(k) plan to max employer match

Entrepreneurial Spirit | Exceptional Service

Old Fashioned Integrity,
Modern Strategy

Independent Structure

We’re not a big bank with a hidden agenda and mixed loyalties.  We are a fully independent firm, offering conflict-free advice, fee-based services, with no products and no commissions.  Ever.

Comprehensive Services

Financial advisors manage investment portfolios, wealth managers like Three Bell act like a family CFO, taking responsibility for every aspect of their clients’ financial lives.

Innovative Approach

We purposefully look outside the box to find unique non-correlated investments that are designed to produce positive returns regardless of what’s happening in the broader stock and bond markets.

Entrepreneurial Focus

Startup life is a whole different sort of beast. We were born from it, and our clients are living it on a daily basis. This allows Three Bell to deliver in ways that other firms don’t even understand.

Advanced Technology

Using advanced software tools like Addepar and Finance Logix, we deliver fully-transparent, 24/7 online access to detailed performance reports and personal retirement plans.

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Break it down for me
Portfolio Management

Portfolio Management

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Estate Planning

Estate Planning

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Tax Strategy

Tax Strategy

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Lending

Lending

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Early Liquidity

Early Liquidity

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Risk Management

Risk Management

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Meet the Firm

Our Team

Jon Porter

Jon Porter

Managing Partner & CEO

Jon works with the team to set strategic direction and establish partnerships with complementary service providers, while leveraging his legal background to help deliver comprehensive private wealth management and corporate retirement plan services to clients.

Eric Patterson

Eric Patterson

Managing Partner & CIO

Eric heads Three Bell Capital’s Investment Committee and due diligence efforts, and implements private client portfolio management decisions made by the team. Eric works with the team to translate each client’s personal goals and objectives into a targeted investment plan.

Andre Huaman

Andre Huaman

Partner

Andre advises select private clients and leads the corporate retirement plan division, and is focused on designing, structuring and implementing best-in-class 401(k) and executive pension plans, customized to clients’ organizational needs, goals, and objectives.

Jenny Forrest

Jenny Forrest

Director of Private Client Services

Jenny works closely with the entire team and heads up all operational aspects of new and ongoing client service needs, including onboarding new clients and coordinating and processing client account needs.

JEFF LARSEN, CPFA, CPC

JEFF LARSEN, CPFA, CPC

DIRECTOR OF RETIREMENT PLAN SERVICES

Jeff has been partnering with plan sponsors on plan administration and investment selection for more than 12 years and continues to do that for Three Bell Capital’s 401(k) clients. Jeff has a focus on client management, fiduciary consulting, and plan optimization.

Bethany Ratliff

Bethany Ratliff

Operations Manager

Bethany works closely with the Three Bell Capital team and clients to ensure that all operational aspects of private and corporate client services are delivered in a timely, efficient, and professional manner.

Expert Outside Guidance

Board of Advisors

Jeff Bloom

Jeff Bloom

Chief Administrative Partner

Jeff’s multi-faceted experiences and legal background span all aspects of a venture firm’s fund formation and administration, providing a client’s perspective for our corporate services business.

Braughm Ricke

Braughm Ricke

Founder

Braughm’s work as a CFO for micro-VC firms has him sleeves rolled up from the initial cap table to follow-on financings, learning how to best serve the new generation of VC’s in our ecosystem.

Kelly Rodriques

Kelly Rodriques

Chief Executive Officer

Kelly brings deep entrepreneurial and venture fund operational experience to our team, and advises on all aspects of holding alternative investments in self directed IRA’s and 401(k) accounts.

Bryan Costello

Bryan Costello

Chief Executive Officer

Bryan’s expertise in risk management and insurance needs for private equity, venture funds, portfolio companies and entrepreneurs, is a great complement to our wealth management practice.

Three Bell Capital

Contact us.

We’re thrilled to make your acquaintance. Every one of our clients is unique, and that’s what makes our custom and independent advice so valuable. Let’s connect and see how best we can help you.