Investment Management

You need an investment strategy tailored to meet your long-term investment goals. We can help.

Our services:

• High net worth individuals and family investment management
• Investment management on behalf of foundations, endowments, and nonprofit organizations
• Investment policy and strategy – for boards of directors and investment committees
• Philanthropic solutions – customized investment policy, grant administration and liquidation of assets, if needed, for nonprofit organizations

Our team uses a broad array of investments – including stocks, bonds, alternative assets and real estate investments – to meet your objectives, whether for streams of income, tax advantages or capital appreciation.

Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.

IRAs and Rollovers

Plan now for a secure retirement. See if an IRA is the right plan for you.

Individual retirement accounts (IRAs) help clients plan for a secure stream of retirement income. If you have changed jobs, retired or need to consolidate previous retirement funds, a rollover into an IRA can provide you with important investment and tax benefits.

If you have retired or undergone a job change, you should consider rolling your existing retirement funds from your previous employment into an IRA. A direct rollover to an IRA provides you with important benefits:

• No immediate taxes or penalties
• Continued tax-deferred investment returns
• Expanded investment choices

Bell Bank Wealth Management makes it fast and easy for you to roll over retirement funds into an IRA. Once you sign the paperwork, we take care of the rest. Let us help you decide the right IRA choice for you.

Services

• Roll over funds from an employer retirement plan
• Establish new IRAs – Roth, Traditional, Simple or Simplified Employee Pension (SEP)
• Tax-deferred method of saving
• Continued tax-deferred investment returns
• Expanded investment choices

When you open an IRA with us, you'll receive additional benefits as well: 

• Personal consultations on new IRAs, rollovers and consolidating accounts
• Low-cost asset allocation if you wish to delegate daily oversight to our professional money managers
• Quality mutual funds if you prefer to manage your IRA yourself
• Online account access with financial calculators and tools to project future balances
• Optional electronic contribution from your checking account
• Full fee disclosure, with no surprises down the road
• Free, informative quarterly investment newsletter
• People who are accessible – we actually answer the phone!
   

Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.

Bell Investments

At Bell Investments, we get to know you, your goals and your dreams, and together we plan for your future. We have your best interest in mind, always. Let’s start a conversation about planning for your best life.

Let's work together to create a plan for your future. After the plan is in place, we stay in touch to keep you updated, informed and make changes when necessary. Enjoy the convenience of conducting your financial planning and investment business at a Bell Bank location near you!

Our Services

• Brokerage accounts including IRAs, Simplified Employee Pensions (SEPs), Simple 529 plans and investment accounts
• Personal retirement planning services
• College plans
• Annuities
• Life insurance and long-term care insurance

Financial Strategies That Make Sense

We work with you to choose financial products that fit your long-term goals, including:

• Stocks and bonds
• Mutual funds
• Fixed-income securities
• Other investment funds

We help you understand your financial priorities, map out a long-term plan, develop investment strategies, plan for a comfortable retirement and more. We’ll give you a complete analysis of your investment portfolio, along with consolidated account statements, dividend reinvestment and cash dividend options — and, as always, the unequaled personal service that is our trademark. Working together, we will develop a plan that will keep you on a course toward long-term financial security.

Interested? For more information, contact any of our friendly Bell Investments representatives serving a bank location near you.

Alexandria – Tim Bush

Fargo Main Office – Tammy Wood and Paula Swanson

Colonnade - Tim Bush and Sean Deichert

Detroit Lakes - Brad Bakken

Fargo Downtown - John Kuhn and Kathy Eggiman

Fergus Falls - Missy Hexum and Steve Swanson

Hawley - Brad Bakken

Moorhead - Greg Johnson

Fargo North Broadway - John Kuhn

Pelican Rapids - Missy Hexum

Fargo South University - Paul Fleming

Fargo Southpointe - Paul Fleming

Fargo Veterans Boulevard - Lisa Moe and Ryan Johnson

Wahpeton - Brad Bakken and Kelly Hubrig

West Fargo - Lisa Moe and Ryan Johnson

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Bell Bank and Bell Investments are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Bell Bank deposits and are not FDIC insured. These products are not obligations of the Bell Bank and are not endorsed, recommended or guaranteed by Bell Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Registered location: 15 Broadway, Fargo ND 58102. Phone (701) 298-2240.