At our core, we keep things simple, open and transparent, so you can rest assured.
We are a team of investment professionals with Wall Street backgrounds that are passionate about investing. You work hard to build financial security and deserve to rest assured once you have accumulated significant assets. We offer personalized guidance so you know you are making the right decisions at the right time.
Who We Work With
Our Competitive Advantage:
The Bell Rock Way
Bell Rock Capital constructs portfolios based on the risk tolerance, income needs and other factors of our clients.
Unlike larger firms, you have direct access to the portfolio managers at any time.
All of our services are fee-based, we earn no commissions.
We are different from many advisors and fund companies due in large part to the fact that we don’t use mutual funds, off-the-shelf model portfolios, or outside firms for investment selections.
Portfolios receive hands-on management, every single day.
Bell Rock Capital has strategic alliances with experts to offer our clients access to banking and other financial services.