Three Bell Capital

The page summarizes a discussion with former Federal Reserve Bank President Charles Plosser in Palo Alto.

The page discusses Warren Buffett and Charlie Munger’s perspectives on value investing.

The page examines stock market valuations using the Shiller-CAPE model and economic growth adjustments.

The page outlines 2017 market surprises, inspired by Byron Wien’s annual predictions.

André Huaman, Partner at Three Bell Capital, is selected as a delegate to the NAPA DC Forum.

Three Bell Capital was named the top emerging wealth management firm in the United States by RIA Channel.

Three Bell Capital is named a 2018 Top Defined Contribution Advisory Firm by the National Association of Plan Advisors.

André Huaman advises private clients and manages Three Bell Capital’s corporate retirement plans.

Eric Patterson heads Three Bell Capital’s Investment Committee and due diligence efforts, and implements private client portfolio management decisions made by the team. Eric works with the team to translate each client’s personal goals and objectives into a targeted investment plan.

Jon Porter works with the Three Bell Capital team to set strategic direction and establish partnerships with complementary service providers, while leveraging his legal background to help deliver comprehensive private wealth management and corporate retirement plan services to clients.

The page highlights Three Bell Capital’s expert team in customized financial planning and investment solutions.

Three Bell Capital helps clients protect their family, interests, and choices.

Three Bell Capital LLC (“Three Bell”) is a registered investment adviser with the Securities and Exchange Commission.