An Investment Philosophy
Aligned with Your Goals & Values
Your goals and values matter, so we spend time learning about what financial decisions you’ve made and what you need to do – what success looks like to you and what you value.
Our depth of investment expertise – and Wall Street backgrounds – offer you and your family unique insights into a variety of investment choices in order to create an optimized portfolio for your needs. Ultimately, we construct your portfolio to fit your goals and values, utilizing the best array of investment options to do so.
Our Investing Philosophy
Our investment philosophy is different from many advisors and fund companies. That is 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. We are disciplined fiduciaries and always act in our clients’ best interests.
We employ a proprietary investment screening process to determine those securities on our buy, hold and sell lists
We review alternative investments in addition to traditional investments in order to optimize portfolio construction
We have a Committee made up of experienced investment professionals who work together to review the markets and the companies we are considering. These professionals challenge one another and come to a consensus on best choices
We monitor investment selections on an ongoing basis and make changes when necessary
All client portfolios are customized to the individual situation and needs
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 anytime.
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.