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BELL ROCK CAPITAL

(302) 727-0557

19606 Coastal Hwy, Rehoboth Beach, Federal   19971 , USA

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General Info:

Our decade of expert investment management leads the US Treasury, Cendyn, National Liquidators, United Medical & Alumiglass LLC to select us for their financial & investment advice. We offer credibility, experience, impressive results & superior client service. Rest Assured. SWOB WHO WE ARE ?A client focused SEC Registered Investment Advisor providing portfolio management services for a variety of clientele, including the U.S. government, corporations and individuals.

Products & Services:

  • Financial
  • Management
  • Professional
  • Portfolio
  • Monitoring
  • Software
  • Funds
  • Investment
  • Research
  • Advisor

Web Site Results

, LLC is an SEC Registered Investment Advisor, based in Delaware, with satellite offices in South Florida, New York and Pennsylvania. Client assets are managed as Separately Managed... Accounts, for both high net worth individuals and families as well as banks and insurance companies. We utilize proprietary research as well as technology-driven investment tools... to manage our accounts and conduct fundamental and technical analysis on the companies we consider before investing. Our mission is to deliver returns consistent with client goals...
Gabriella
Bell Rock Capital : Our Investment Style Contact us DUNS#: 022502318 CAGE#: 58NR4 NAICS CODES (commonly supported): 541618, 523920, 523930, 523990, 523991,523999... InvestmentStyles401(k) ServiceAboutMediaCenterLocationsGovernment Government Our decade of expert investment management leads the US Treasury, Cendyn, National Liquidators, United Medical... & Alumiglass LLC to select us for their financial & investment advice. We offer credibility, experience, impressive results & superior client service. Rest Assured. SWOB. CONTACT: Gabriella...
InvestmentStyles Contact us InvestmentStyles401(k) ServiceAboutMediaCenterLocationsGovernment Our Investment Styles Classic Plus Strategy: A balanced approach designed for more... approach seeks out more stable and tax advantaged vehicles such as municipals and government municipals as well as investment grade corporate securities. GARP (Growth At Reasonable Price...) Strategy: The GARP strategy is a combination of both value and growth investing: we look for companies that are somewhat undervalued and have solid sustainable growth potential...
exposed to this serious liability? Can you answer yes to ALL of these questions?: Does your 401(k) have a written Investment Policy? If so, is it being reviewed and updated annually...? Do you document your fund selection process? Are there periodic reports comparing investment performance against an index, peer group or Investment Policy statement objectives? Do... you provide quarterly employee education about investing? Have you limited the percentage allocation employees can select in company stock? If you answered NO to any of the above...
Reserved. Bell Rock Capital, LLC is an SEC Registered Investment Advisor, based in Delaware, with satellite offices in South Florida, New York and Pennsylvania. Client assets...-driven investment tools to manage our accounts and conduct fundamental and technical analysis on the companies we consider before investing. Our mission is to deliver returns... consistent with client goals. Registration as an investment adviser does not imply a certain level of skill or training. Use of RIA as an abbreviation is not an indication of a designation or certification. ...

Company Profile:

Contact: 302-727-0557
Address: 19606 Coastal Hwy
Rehoboth Beach, Federal   19971 , USA
Url: http://bellrockcapital.com
   
Year Established: 2005
Ownership: Woman owned
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