Investment & Asset Management
An astounding 97% of investors admit that they need to be better informed when it comes to investing.
--NASD Investor Education Foundation, December, 2004
At the Wealth Management Institute, we recognize that everyone’s financial goals are unique. That's the basis of our personalized approach in helping you and your family achieve your dreams of success and financial independence.
This is the philosophy of WMI Executive Director Cameron Bell, a certified financial planner who takes this belief, tempers it with market insight and translates it into an investment management strategy that reaches for your goals and helps steer you away from undue risk.
The Wealth Management Institute believes in helping create financial independence intelligently by attempting to deliver strong long-term performance through innovative investment strategies, balancing risk and potential reward.