Our Philosophy: Providing customized investment management services to high net worth individuals and select institutions while providing you with the comfort of transparency of your account, and a common objective to protect and grow your assets. Learn more about us.

Bell Rock Capital is an SEC Registered Investment Advisor based in Delaware with six offices located throughout the U.S. Client assets are managed with Separately Managed Accounts for both high net worth individuals and families, as well as banks and insurance companies. Our 401(K) Advisory Services provides employers with plan solutions and fiduciary services. We have a team of highly seasoned professionals, with two members of our team named by the Wall Street Journal as Top Stock Pickers in the U.S. as “All Stars” who have become regular guests on CNBC.

Separately Managed Accounts for Individuals

We utilize proprietary research as well as technology-driven investment tools to manage our accounts and conduct fundamental and technical analysis on companies we consider before investing. All accounts are managed on a Separately Managed Account basis – which means hands on portfolio management for each client, every single day.

401(K) Advisory Services

Our 401(K) Advisory Services include the role of acting as an ERISA 3(38) and/or advisor on the Company plan including analyzing, monitoring, educating and making changes to the plan's investment selections. A member of our team has been awarded the Accredited Investment Fiduciary® (AIF®) designation, Accredited Investment Fiduciary Analysyt ® (AIFA), and the Professional Plan Consultant™ (PPC™) designation from fi360. These designations support our commitment to fiduciary excellence on behalf of our Company retirement plan clients and our firm.

Our Core Services:

  • Customized Investment Portfolios based on your specific goals and risk profiles
  • Fixed Income Accounts Only for those clients that are focused on principal protection and are income seeking
  • 401(k) Platform Solutions for employers and advisors who seek professional services for their retirement plan objectives, policies, and investment selections