Bell Rock Capital - Delaware Firm with Unique Approach

Utilizing a client-centered, personalized investment philosophy, Bell Rock Capital creates portfolios based on each client's income needs and risk tolerance. Rather than using model portfolios or mutual funds, Bell Rock Capital advisors hand-pick products and services that best align with their clients’ interests. Then, advisors provide hands-on management and ongoing monitoring that allows for changes when necessary.

In addition to financial planning and investment management, Bell Rock Capital offers retirement plan fiduciary services for employers in the United States. The company maintains strategic alliances with financial experts nationwide to provide clients with access to the widest range of banking and financial services.

The company’s experienced leadership team includes the head of the portfolio strategy and research Jacqueline Reeves, who received a 2013 Soroptomist Award and was a nominee for the Junior League of Boca Raton’s 2017 Woman Volunteer of the Year, and senior investment advisor Andres Bonell, a board member with the Help 2 Haiti foundation. Company-wide, Bell Rock Capital supports charitable organizations that address women’s issues, LGBTQ+ issues, and homelessness.