Our Values | BASS AND BELL INC

As a fiduciary on every account we manage, our client's interests will always be placed ahead of our own.
Every client will have a unique Investment Policy Statement.
Client portfolios will be developed in accordance with their Policy Statement.
Active money managers repeatedly underperform their own benchmarks. New report finds almost 80% of active fund managers are falling behind major indexes 85% of active US stock funds underperformed the market this year

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, Inc.