Author: Three Bell Capital

Three Bell Capital Named to 2019 Financial Times 300 Top Registered Investment Advisers

LOS ALTOS, Calif.–(BUSINESS WIRE)– Three Bell Capital (Three Bell) is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent firms from across the U.S. Firms were graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced […]

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Three Bell Capital One of the First to Recognize the Power of Addepar—Again.

RIABiz reports that Three Bell and Iconiq were some of the first to recognize Addepar as immediately valuable (once again) to alternative investment tracking. Of course, as the platform’s #2 customer (behind founder Joe Lonsdale), not really news for us., a leading online journal covering the financial advice business, recently profiled the rebuilt relationship […]

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Business Insider: As Apple’s stock plunged, a billion-dollar wealth manager sent an email saying not to freak out.

As seen on Business Insider and SFGATE. Here’s why he thinks the tech titan is set to explode higher. As Apple plunged 30% late last year against a slew of bad headlines about China and iPhone demand, some of Jon Porter’s clients had concerns. Porter is the CEO of Three Bell Capital, a Los Altos, California firm […]

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Three Bell Capital Named 2018 Top Defined Contribution Advisory Firm by National Association of Plan Advisors

As seen on MarketWatch and Business Wire. Three Bell Capital (Three Bell), a Registered Investment Advisor headquartered in Silicon Valley, has been named as a 2018 Top Defined Contribution (DC) Advisory Firm by the National Association of Plan Advisors (NAPA). The NAPA Top DC Advisor List is an elite group of advisory firms with a demonstrated focus on, […]

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Andre Huaman of Three Bell Capital Named NAPA Congressional Delegate

LOS ALTOS, Calif.–(BUSINESS WIRE)– Andre Huaman, Partner at Three Bell Capital (Three Bell) and head of Three Bell’s Corporate Retirement Plan Division which manages approximately $1B in plan assets, has been selected as a delegate to the National Association of Plan Advisors’ (NAPA) DC Forum. The NAPA DC Forum is an invitation-only, exclusive gathering of the Nation’s leading […]

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Better To Be Seen Than Herd: Passive Investment Vehicles – What You Don’t Know CAN Hurt You

Learn About Active vs. Passive Investment Vehicles Here. By: Will Martin, CFA Senior Managing Director & Investment Strategist at Three Bell Capital Although index and exchange-traded funds (“ETF’s”) have been around for 25+ years, money has absolutely poured into these investment vehicles (and conversely out of actively-managed funds) in the nine years following the 2008 […]

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