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- 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.