Based On Your Unique Goals
We go far beyond just investing for our clients; we are committed to being their crucial financial life partner.
We are pragmatic, fundamental investors that use a variety of traditional investment tools to generate additional Alpha for our clients, such as covered call option positions. We can also provide customized covered call options strategies.
The Heart of Our Approach
Bell Rock’s core investment strategies are Growth & Income, GARP and Income & Capital Preservation:
Expanded Client Support & Resources
We know everyone is unique. That’s why we provide the ability to customize a client’s portfolio using technology-based tools – according to their risk tolerance profile.
Additionally, our clients have their own individual account portals to view their performance and account information. These portals can pull in other accounts from other parties to provide a more comprehensive view of their financial outlook.