Our Approach

Our Approach

Sound Support for a Successful Future

We believe that two relationships are vital to the investment process: the relationship between risk and return and the relationship between client and advisor. We make both the heart of our practice and the foundation on which we build your unique portfolio.

At Bass and Bell Inc., we design investment portfolios from the ground up based on your unique tolerance for risk and expectation of return. Working collaboratively, we will help you understand your overall asset allocation, your investment options and our recommendations, and then build a strategy that can support you as you grow into the future.

Our investment management process centers on first helping you understand risk, and then carefully building and balancing each tier of your total investment pyramid.

 

Our Process

Following a process structured to encourage sound, sure decision-making, we create investment management strategies and build portfolios designed to achieve our clients’ near-term and lifetime goals while carefully managing the influence of risk on their success.

Prepare

PREPARE

In order to know who you are as an investor, we must understand your thoughts, feelings, goals and concerns regarding your money.  We will get to know your current situation, present needs and future goals, and help you understand your true tolerance for risk.  This will allow us to build your unique investment strategy.

Build

BUILD

We will apply our extensive knowledge of finance to construct your investment pyramid; a portfolio built around your long term goals and designed to carefully balance your individual expectations of risk and return.

Finish

IMPLEMENT

We will then fully and clearly explain each recommendation and communicate our overall approach.  After making any necessary refinements based on your review, we will move forward with allocating and investing your portfolio.

Improve

REVIEW

Our final step is an ongoing one. As developments in your life or in the markets change the scope of your goals or needs, we will make adjustments to your portfolio to account for those new goals or changing circumstances. We will regularly schedule meetings for this purpose, but we look forward to consistent communication with our clients regarding all aspects of their lives!

501-664-4170 | TOLL FREE: 888-233-7088
Fax: 501-503-5953 | Map and Directions
1 Information Way, Ste. 200

Little Rock, Arkansas 72202

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This website (www.bassandbell.com) (this “Website”) is owned and operated by Bass and Bell, Inc. (“Bass and Bell”). Bass and Bell offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Bass and Bell as of the date hereof, which are subject to change without notice at any time.

Bass and Bell does not represent that any opinion or projection will be realized. Neither Bass and Bell nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.