Bell Bank
Overview
Bell Bank is a privately owned bank headquartered in Fargo, North Dakota, offering institutional investment management services. The bank leverages the advantages of institutional investing, such as buying in volume and earning the benefit of lower costs, to provide value to clients through disciplined strategies and a long-term vision. Their investment management services cater to insurance companies, foundations, private clients, family offices, and more. The bank's approach emphasizes a steadfast strategy, focusing on discipline and uncovering unknown variables, while building portfolios to achieve strong investment performance with a long-term perspective. Bell Bank's highly credentialed team of investors has more than 40 years of experience counseling clients through multiple economic cycles. They work closely with clients to understand their goals and needs, offering clear communication and relationship-driven service. The bank's investment philosophy balances performance with compliance, liquidity, and liability alignment, ensuring that portfolios work for clients' businesses, not just the market. Bell Bank's services include investment strategy and portfolio management, capital and risk analytics, investment accounting and reporting, and board-level partnership. They offer custom portfolios aligned with clients' risk profiles and regulatory needs, active core and core-plus fixed income strategies, equity, private credit, and alternative asset strategies. Their capital and risk analytics encompass enterprise risk modeling and stress testing, scenario and peer benchmarking, and performance attribution and surveillance reporting. Investment accounting and reporting services include STAT, GAAP, and IFRS-compliant reporting, Schedule D and SVO filing assistance, IMR/AVR, OTTI analysis, and audit support. Board-level partnership services involve investment policy development and review, asset allocation modeling and capital market insights, and investment committee training and fiduciary guidance. Bell Bank's investment management products are not FDIC insured, have no bank guarantee, may lose value, are not deposits, and are not insured by any federal government agency.
Investment Focus
- Accredited investor status
- Alignment with Bell Bank's investment philosophy and strategies
Portfolio Companies
Reach Bell Bank directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Bell Bank
What sectors does Bell Bank invest in?
Bell Bank invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Fargo, North Dakota, United States. Bell Bank is listed as a institutional investor in the ConnectSafely investor database.
What stage does Bell Bank invest at?
Bell Bank backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Bell Bank invest in?
Bell Bank invests across United States.
What companies has Bell Bank invested in?
Bell Bank's portfolio includes CVS Health, HCA Healthcare, Cigna, WellCare Health Plans, Aetna, Humana, Centene Corporation and UnitedHealthcare.
How do I contact Bell Bank?
Bell Bank's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
