our values

Our Values

  • We allocate client portfolios among:
    • Equity Indexes
    • Individual Equity Positions
    • Individual Municipal & Corporate Bonds
    • Cash Cash Equivalents
  • We do not buy financial 'products' such as annuities, structured products, third-party managers, actively managed mutual funds, SMAs, UMAs, etc.
  • Traditional asset management is too expensive; these expenses dramatically diminish returns over time. We have a low-cost philosophy and fee structure that begins at 0.9% per year and reduces based on assets under management.
  • These values drive every meaningful conversation we have and decision we make as it relates to our client relationships. The truth is paramount at Bass and Bell.