Bell Asset Management USA Inc

Overview

Bell Asset Management USA Inc. is a corporation registered with the SEC in 1998 that operates as an institutional registered investment adviser. The firm is organized under a foreign-entity/individual ownership structure and concentrates on institutional clients, charging advisory fees as a percentage of assets under management. Its primary advisory activity is portfolio management for pooled investment vehicles. Regulatory and industry affiliations include a broker-dealer relationship and association as an investment adviser to other entities. Bell Asset Management USA Inc. does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant or capital allocator.

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Investments & Alternatives