We provide research and consulting for business clients.

Our investment management services for plan sponsors, mutual funds, family offices and RIAs include:
  • portfolio optimization techniques for asset allocation and rebalancing
  • risk budgeting and performance attribution
Our financial advisory work includes:
  • cash flow modeling (IRR/NPV)
  • business valuations
  • feasibility studies
  • revenue management
  • due diligence and general market research

Bell Associates

Phone: 480-626-8557

Contact: Steven Davis, Manager, Business Development

steven.davis@bell-analytics.com

 

Brochure, June 2010

© 2011 Bell Associates LLC. All rights reserved.