Malvern Bank Private Client


Wealth Management

 


What’s Your Risk Number?

Everyone has what they believe to be their risk appetite when it comes to investing. Some are risk adverse and prefer to invest in CD’s and money market accounts. While these tend to be safer investments over the long term, they could be leaving earnings potential on the table. Others live on the edge and invest in the stock market which may create more volatility in their portfolio, but has the possibility for greater growth.

Please take our quick 5 minute survey
to help take some of the guesswork out of determining your personal risk profile.

Get Your Score Now *

* Please be advised that RiskAlyze no longer supports Internet Explorer. Please use Microsoft Edge, Google Chrome, Mozilla Firefox or Safari to view and get your Risk Number.

 


Protect and Grow Your Assets

 


The Bell Rock* 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

* 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.

 


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 Bell Rock Capital 401(k) Advisor will:

 


Bell Rock Capital Locations

Bell Rock Capital
35568 Airport Road
Rehoboth Beach, DE 19971
302.227.7608

Visit our website to learn more about Bell Rock Capital

 


Notices

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.