OUR HERITAGE

Bedell Investment Counselling (BIC) is a family of investment professionals whose mission is to meet our clients’ needs by preserving and increasing wealth while building a relationship of trust. Our goal is to provide clients with financial security, independence and success.

We have been following our mission since our founding in 1975. Many of our clients have been with us since the 1970’s, which we feel is a testament to our success.

We offer financial planning services tailor-made for your individual situation. Because we do not sell any products, we provide an objective second opinion on all money decisions. Each portfolio is customized based on our clients specific needs.

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