Find institutional investment solutions

With a collaborative approach to investing, Bell Bank Investment Management allows your institution – whether an insurance company, pension fund, foundation, endowment or nonprofit organization – to engage an entire team of highly-credentialed investment management professionals.

Since 2003, institutional clients have entrusted Bell with more than $4.5 billion in institutional assets, most of them managed as separate institutional accounts.

Investment Philosophy

Bell employs an opportunistic investing strategy based on relative value and the preservation of principal. Risk is first aligned to your investment policy, then tailored to meet institutional goals.

Transparency is the key in working with our clients. We adhere to these essential principles:

  • For fixed-income strategies, a focus on high-quality credit combined with sector, maturity and duration management
  • For equity strategies, a focus on seeking income and capital appreciation over a market cycle, with a quantitative, earnings-driven approach
  • Stable portfolio construction, married with extremely low turnover (15-20% pa),designed to deliver consistent long-term returns with broad diversification
  • Superior risk-adjusted returns since 1987

Interested?

Email: institutions@bellbanks.com

Call: 701-451-3004

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.

Investment Strategies

Fixed Income

Bell provides your institution with expert management of separate account fixed income portfolios, tailored to match your investment policy and goals. We offer traditional portfolio strategies to generate high-quality income from a highly diversified portfolio of 300 to 400 U.S.-domiciled names:

  • Government/credit – both taxable and tax exempt
  • Municipal bonds – both taxable and tax exempt
  • Core plus – adds quality yield to core fixed income
  • Short-term/liquidity – investment-grade corporate bonds, primarily industrials and utilities

Equity Income

Bell’s equity income strategy is designed primarily to provide an income stream greater than 175% of the income offered by constituents of the S&P 500. This strategy offers the stable income and consistent quality typical of bonds, diversified by investing in a mix of common stocks:

  • Foreign and domestic
  • Preferred stocks
  • Exchange traded funds (ETFs)
  • Real estate investment trusts (REITs)
  • Money market instruments

Interested?

Email: institutions@bellbanks.com

Call: 701-451-3004

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.

Investment Process

Bell builds stable portfolios designed to deliver consistent results for your institution. Portfolio construction focuses on managing risk and return at the individual security level through:

  • Selection of securities with stable characteristics that meet long-term objectives
  • Pursuit of incremental excess income, stable cash flow and credit quality, with a duration that closely tracks that of the client-selected benchmark

Our dedicated investment team builds on our combined knowledge in the areas of security research and selection, portfolio management, economic outlook and asset allocation. These professionals conduct extensive quantitative and economic research in a top-down, bottom-up portfolio construction process:

  • Top-down – from the perspective of macroeconomic, political, fiscal, monetary and technical analysis across economic sectors, market capitalization ranges, investment styles (growth/value) and asset classes
  • Bottom-up – from a disciplined, earnings-driven analysis of individual companies within economic sectors that meet our rigorous screening process

Interested?

Email: institutions@bellbanks.com

Call: 701-451-3004

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.

Our Team

Bell Bank's Investment Management team is led by Chief investment Officer Greg Sweeney, CFA. This highly experienced and credentialed team is responsible for monitoring assets under management, working closely with each institutional client to understand organizational goals, then align them with appropriate investment strategies.

Investment decisions are governed by consensus among the 17-member committee, which regularly reviews and approves all investment and trading activity. Our senior investment professionals meet weekly to distill insights into specific investment themes and portfolio guidelines.

Greg Sweeney
Greg Sweeney, CFA
SVP/Chief Investment Officer
Craig Samuelson
Craig Samuelson
SVP/Chief Operating Officer
Sheri Schrock
Sheri Schrock
SVP/Chief Fiduciary Officer & Fiduciary Legal Counsel

Josh Astrup, MBA
Senior Portfolio Manager
Zac Wanzek
Zachary Wanzek, CFA, CPA
SVP/Senior Portfolio Manager
Image of Ted Kunz, Bell Bank Investment Management
Ted Kunz, CFA
VP/Client Portfolio Manager
John Lyngstad
John Lyngstad, CFP
VP/Senior Portfolio Manager
Blake Anderson
Blake Anderson Assistant Portfolio Manager
John Elder
John Elder, Ph. D., CFA, FRM
Consulting Economist
Marilyn Froelich
Marilyn Froelich, CFA
Investment Consultant

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.

Contact Bell

Bell Bank Investment Management holds more than $4.5 billion in institutional assets, about two-thirds of the more than $6.5 billion in assets entrusted to our wealth management team. We are a division of Bell Bank, one of the nation’s largest privately held banks. Founded in 1966 in Fargo, N.D., Bell now does business in all 50 states.

Contact us today. Our institutional investment experts have offices in Fargo, N.D., and Boise, Idaho.

Email: institutions@bellbanks.com

Call: 701-451-3004

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.