Bell Rock Capital

Bell Rock Capital is a wealth management company based in Rehoboth Beach, Delaware, one of the only registered investment advisors in the state. Established in 2006, the firm is known for its personalized dedication to each account, refraining from minimum dollar values for accounts and the use of off-the-shelf model portfolios. In addition to comprehensive investment management services, Bell Rock Capital offers financial planning and consulting services, which can be pursued independently or in conjunction with investment strategies.

Among the company’s most popular business consulting services is a thorough review of corporate treasury investment portfolios. The company also has developed a unique formula for determining whether a 401(k) investment would be more or less valuable than the closest peer composite.

In addition to the company’s Rehoboth Beach headquarters, Bell Rock Capital maintains offices in Boca Raton, Florida; Villanova, Pennsylvania; and Morristown, New Jersey. The company is involved in philanthropic activities in these communities with a focus on issues such as homelessness and LGBT rights. A number of senior investment advisors with the company have achieved recognition as Five Star Wealth Managers.