Malvern Bank will be closed Monday, October 10 in observance of Columbus Day.

Investment Management

 


Protect and Grow Your Assets

 


The Malvern* Approach

Ultimately, we construct a portfolio that fits your goals, your values and utilizes the best array of investment options to do so.

Our Services

Our Investment Approach

 


Investment Strategies

 


401(k) Plans

Questions to ask about your 401(k) plan

If your answer was “No” or “I don’t know” to any of these questions, please call us.

How the WEALTHY & WISE 401(k) Plan works

Your Advisor will:

 


Notices

* Bell Rock Capital, an SEC Registered Investment Advisor, is working in affiliation with Malvern Bank, NA. Products offered are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other federal or state deposit guarantee fund or other government agency; Not endorsed or guaranteed by the bank or their affiliates; and are not deposits or obligations of the bank and are not guaranteed by the bank, and are subject to investment risk, including potential loss of principal.

Investments involve risk including the possible loss of principal. No guarantees can be offered. Bell Rock Capital, LLC cannot predict future results. Past performance is in no way an indicator of future success.

Products offered are not FDIC insured, are not bank deposits, bank obligations or guaranteed by the bank and are subject to investment risk, including potential loss of principal.

Bell Rock Capital LLC is a client-focused, SEC-Registered Investment Advisor providing portfolio management services for a variety of clientèle, including individuals and corporations.

NOT FDIC INSURED   ●   NOT BANK GUARANTEED   ●   MAY LOSE VALUE   ●   NOT A DEPOSIT   ●   NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY