https://padlet.com/bellrockcapital/About A registered independent advisor headquartered in Delaware, Bell Rock Capital furnishes investment management, financial planning, and retirement plan services to achieve diverse objectives. Founded in 2006, the firm is led by a team of financial services professionals who have Wall Street experience, utilizing an investment approach that distinguishes it from other investment firms. For instance, Bell Rock Capital makes all of its investment decisions without assistance from outside firms, and it does not employ template-style model portfolios or mutual funds. Further, Bell Rock provides investment advisory services as needed by clients, and it monitors all investments as part of its standard advisory services. The company holds an A+ Better Business Bureau rating. Among Bell Rock’s other distinctions, it celebrated senior investment advisor Andres Bonnell’s designation as a 2021 Five Star Wealth Manager. Engaged in charitable giving, Bell Rock Capital supports entities working on improving homelessness, LGBT issues, and women’s issues. It donates locally in Delaware as well as in the other areas where it has established offices, including Boca Raton, Florida, and Philadelphia, Pennsylvania. en-us 2021-04-20 03:24:34 UTC 2022-02-23 02:21:28 UTC hello@padlet.com bellrockcapital https://padlet.com/bellrockcapital/About/wish/2061733046 The COVID-19 pandemic has highlighted the potential for technology to reshape the finance and investment industry. Data harnessing, insights from analytics, automation, and personalized customer experiences are some of the initiatives that asset management firms have adopted to remain relevant in an increasingly digital world. Firms that cannot keep pace are at risk of becoming obsolete.]]> 2022-02-23 02:21:28 UTC https://padlet.com/bellrockcapital/About/wish/2061733046