We utilize proprietary research as well as technology-driven investment tools to manage our accounts and conduct fundamental and technical analysis on the companies we consider before investing. Our mission is to deliver returns consistent with client goals.  At Bell Rock Capital our role as co-fiduciary is a bit different than other money managers.  With backgrounds as equity analysts and portfolio managers, our principals have provided mutual fund manage  with investment ideas for decades.  So our due diligence process is more in depth than just screening and quantitative analysis.                                                                              

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 Our Fact-Based Strategy                 
 Underpinning our Fact-Based strategy is a set of core beliefs about the market.  These core beliefs are:        
         1 - We don't know where the market will go - and neither does anyone else.
         2 - Wherever the market goes, it will get there by trending.
                                                                                     3 - Along the way, there will be out performers and under performers.
                                                                                      Armed with these three core beliefs, we are well equipped to handle
                                                                                      whatever the market brings - all without having to make a single prediction. 
                                                                                      Using supply and demand analysis, our Fact-Based strategy concentrates on
                                                                                      identifying market trends to determine market exposure, and identify out performers to include in our                                                                                                           portfolios.  Together, they give us the "when" and "what" - the two essential ingredients of success. 

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