Bell Tower Advisors Philosophy
- We are Independent
- We are fee-only
- We act as fiduciaries on behalf of our clients
- We are committed to remain a boutique firm
- We serve women (and like-minded men!)
Welcome
During our journey in the world of finance, we have learned that women have dreams, worries and real feelings about money, many of which are different than men. With more than half of the wealth in the U.S. being controlled by women, why is it that these differences have not been addressed by many advisors? And, why do we still feel intimidated at the thought of discussing our portfolios, bank accounts and investments with a financial advisor? It is because the financial advice industry is heavily dominated with traditional protocol and terms, which feel like code being fired at you, making you question your ability to comprehend the concepts.
That overwhelming feeling is why we formed Bell Tower Advisors (BTA). We offer a new, straight-talking approach which meshes with a woman’s way of thinking. We make it comfortable and understandable and ever-changing as the circumstances of your life.
We are a small, independent firm specializing in managing investment assets. We are so passionate about empowering women that we are limiting the number of clients we work with. By doing this, we remain well-connected to all of our clients, share their growth and celebrate their lives.
| Biggest Gainers | Gain % |
|---|---|
| Rosetta Genomics, L | 39.24 |
| Brown Shoe Company, | 25.46 |
| First Financial Ser | 12.44 |
| NewBridge Bancorp | 10.46 |
| Shoe Carnival | 9.31 |
