Where most teams use multiple, individual advisors working independently of one another, Three Bell Capital operates as a single coordinated team – leveraging the time, skill, knowledge and expertise of each person to provide the best possible advice and service to our clients. We bring modern solutions to traditional problems.
Share
Retirement Services
TRUSTED RETIREMENT SERVICES PARTNER
By the Numbers
0
TOTAL ASSETS MANAGED
0
TOTAL RETIREMENT PLANS
0
TOTAL TEAM MEMBERS
Retirement Plan Services
In most cases, the 401(k) advisors you’re evaluating will market many of the same services, sometimes using the same or similar software. Let’s call this the 85%.
The 15% is what differentiates Three Bell from other advisors. The 15% is what happens when you need help after hours or over the weekend, want to completely revamp your plan, or require serious technical firepower. That’s where we shine.
As a Three Bell client, you get the best of both worlds: a seasoned advisory team with best-in-class institutional systems, and friendly, high-touch, boutique service.
PLAN DESIGN
Optimized for your specific goals and objectives
PLATFORM SELECTION
Agnostic selection from all major providers
INVESTMENT MANAGEMENT
Plan selection and on-going monitoring
PARTICIPANT EDUCATION
Personalized support to help participants allocate
FIDUCIARY SUPPORT
Process driven assistance meeting fiduciary obligations
Industry Leaders
When we were ranked #1 on the Top 100 Emerging Wealth Management Firms in the U.S. in 2017, we set our sites on breaking out of the “emerging” category, and becoming one of the nation’s preeminent firms. Inclusion in RIA Channel’s Forbes 2019 list of the Top 100 firms in the nation is proof positive we accomplished that objective in just two short years.
