Bell Strategic Investments, Inc.

Bell Strategic Investments, Inc. is a small independent advisory firm that provides discretionary portfolio management to individual and high‑net‑worth clients, overseeing roughly $70 million in client assets across about 113 accounts. Services focus on investment supervisory guidance and tailored management using mutual funds, equities, bonds, ETFs, REITs and other fixed‑income and government securities, and the firm reports no stated account minimum.

The firm documents client objectives and risk tolerance in Discretionary Investment Management Agreements and combines charting, fundamental, and technical analysis to construct and monitor portfolios. All assets are managed in‑house under discretionary authority, and the firm may employ margin, short sales, and options strategies when appropriate, which involve elevated risks relative to more conventional long‑only approaches.

Distinctive features include operating as a solo advisory practice while managing a multi‑million dollar asset base and not using third‑party sub‑advisers, with block trading and broker‑provided research arrangements disclosed in the brochure. The firm also discloses that a management person serves as a volunteer Reserve Police Lieutenant with a municipal police department, a non‑investment affiliation noted in the ADV.