BELL ROCK CAPITAL LLC
SARASOTA, FLORIDA

About Bell Rock Capital Our Philosophy: 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. 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 Analyst ® (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. Bell Rock Capital appears regularly on CNBC and Fox Business. We are routinely sought after for our market expertise and commentary. ©2018 Bell Rock Capital. All Rights Reserved. The GARP strategy is a combination of both value and growth investing: we look for companies that are somewhat undervalued and have solid sustainable growth potential. The criteria which we look for in a company falls right in between those sought by the value investors, and those sought by the growth investors. In this strategy we are concerned with the growth prospects of a company. Bell Rock Capital appears regularly on CNBC and Fox Business. We are routinely sought after for our market expertise and commentary. Our Philosophy ©2018 Bell Rock Capital. All Rights Reserved.