Three Bell Capital follows a clearly articulated process that begins with a comprehensive discovery meeting designed to identify clients’ values, goals, needs and objectives. We marry that information with a customized investment plan designed to address the needs of our clients and ultimately help them toward their goal of financial independence.
Rather than focusing solely on portfolio management, we believe there are a multitude of other factors that can have substantial financial impact on our clients. As a result, we purposefully choose to coordinate our private client asset management efforts with estate planning, tax planning, risk management, education planning, and lending.
We combine this holistic approach with powerful software tools that generate truly useful comprehensive wealth management plans that adjust dynamically as we continue to work with our clients over the years.