Why we put our FINE PRINT in big type.

Past Performance:

Let’s face it, your appreciation of any type of investment guidance is going to be based on success – it will come down to numbers.

We have numbers.

  • 100% of our clients’ total portfolios have a positive return over the long term 5, 10, 15 and 20-year annualized periods, to September 30, 2023.

The portfolios of the clients of Bell Kearns & Associates are built for LONG TERM PERFORMANCE

The thing about numbers (even great ones) is that we can’t promise them. Literally, it’s against the law, and somewhere behind a lawyer’s asterisk in every investment marketing piece, you’ll find a disclaimer similar to: “Past performance is not a guarantee of future results.”

And it’s true: no investment manager or advisor, no matter how impressive their track record, can promise great returns in the future.

But we can promise to know the numbers.

The Bell Kearns secret, simply stated, is due diligence. We study, track, assess and critique. We have access to the numbers of thousands of money managers world-wide and provide concentrated analysis on over 400 of the best in the world. We are careful, thorough, thoughtful and focussed. And that’s just scratching the surface of the service we offer.

If, as the fine print says, previous numbers “… are not a guarantee of future returns” how can we know when a manager’s track record is one we’d recommend? We look hard at what (and who) is driving the numbers.

We look under the bed. 

Our 400-manager analysis goes beyond the published numbers that anyone can look up. We research each firm’s ownership structure. We study succession plans. We look at who has left in the last 10 years. And we analyze to understand why they left and how important they were to the previous results. And similarly we analyze the potential impact of key new employees on future returns.

By the time we’re done, we’re not just hitting the sort command on a column of the past performance numbers of 400 managers, we’re understanding that performance at a granular level.

Chart in magnifier lens