Helping You With What Matters
So You Can Rest Assured
To Reach Your Financial Goals
Reach Your Financial Goals
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
Wealth Building
Clients who are building wealth, have a great income and have accumulated enough that they want to make the best decisions with what they have – and what they will have.
Wealth Already Created
Wealthy families who want to ensure their financial situation is in good hands with someone who can select from a multitude of direct investments.
Dissatisfied Investors
Individuals with wealth who have made a number of financial decisions and want a fresh look to confirm they are on track.
Employers/Business Owners
Employers and business owners offering retirement planning for their employees can count on us to be their co-fiduciary or advisor.
Our Competitive Advantage:
The Bell Rock Way
Strategy
Bell Rock Capital constructs portfolios based on the risk tolerance, income needs and other factors of our clients.
Empathy
Unlike larger firms, you have direct access to the portfolio managers at any time.
Transparency
All of our services are fee-based, we earn no commissions.
Investment Philosophy
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.
Customized
Portfolios receive hands-on management, every single day.
Access
Bell Rock Capital has strategic alliances with experts to offer our clients access to banking and other financial services.