Financial Advisory for Women

It's About Time.



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!)

Sample Portfolio Review

Sometimes it is hard to imagine what, exactly, a financial advisor is going to share with you each quarter to illustrate what they’ve been doing for you. Attached is one of the reports that you can expect to receive from us, which will be run for your own portfolio(s) each quarter. (the attached report is a sample.) This is our primary reporting tool, though there are numerous other reports and portfolio characteristics that we will share with you over time.

See attached sample portfolio

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