wiseradvisor

Cassandra Toroian
Bell Rock Capital, LLC

Tel: (302) 227-7607
19606 Coastal Hwy Suite 101
Rehoboth Beach, DE 19971

Rest Assured.

Bell Rock Capital, LLC | Financial Advisor in Rehoboth Beach ,DE


About Bell Rock Capital, LLC

Founded in 2006, Bell Rock Capital is an SEC Registered Investment Advisor headquartered in Delaware with offices located throughout the U.S. with two offices in Delaware, and locations in south Florida, southern California, the Philadelphia suburbs, and northern New Jersey.

Bell Rock Capital principals appear regularly on CNBC and Fox Business. We are routinely sought after for our market expertise and commentary. We are not only good investors, but we are entrepreneurs, having started this company as well as others. Therefore, we understand our clients very well, because we have often have similar experiences as they have had.

We use our own highly experienced research team to select investments for our clients, in order to build them a customized separately managed account or a 401K plan in the case of our corporate clients. As part of our service we offer tools to help clients manage their whole financial life, as well plan for the future or simply protect their wealth. Because we are fee based, we sit on the same size of the table as our clients.


General Information

Firm Start Year:   2006
No.of Employees:   10-19
States Licensed in:   DE, FL
Work Experience:   I founded Bell Rock Capital in 2006. Prior to starting the company I was the co-founder of an investment banking firm, where I started an RIA for our individual clients. I started my career as an equity analyst for a mutual fund in Pennsylvania in the mid-1990s. From there I became an equity analyst for a wall street firm, where I analyzed and wrote research reports on publicly traded companies. In 1999 the Wall Street Journal named me one of the top 5 stock pickers in the country for the bank sector.
I work with the following types of clients:   Individual Investors , Non-Profit Organizations , Businesses


Services

Investment Types:   Options & Futures , Bonds , Stocks , Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   At your office , Video Conference , Via phone , At my office


Qualifications & Memberships

Non-Financial Organization Memberships:   Endowment Fund committee Member, Lafayette College Board member, Immanuel Shelter for the homeless


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $0
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1 to 2.49%


Board Positions

Organization:  Immanuel Shelter for the Homeless  Delaware
Position :  Secretary

Education

MBA in Finance  Univeristy of Miami
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BA  Lafayette College
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Faqs

  • Do you have a customer satisfaction or refund policy? While we cannot guarantee investment results, we want all of our customers to be happy. If after working with us they are not, they are not locked into a contract with us and can leave at any time.
  • Will you be the only person working with me? We function as a team, therefore, while I will be your primary contact, you will also interact with other members of our team in order to ensure you receive the best possible service.
  • How are you compensated? How will I pay for your services? We get paid a small percentage based fee based on the amount of assets we are managing for a client / household.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? We manage all of our client investment accounts on a discretionary basis. That means, when you hire us you sign an Investment Management Agreement with us, that states you are giving us the authority to make the investment selections on your behalf, this keeps the process efficient, and it's the value we bring to our clients so they don't have to be part of that investment decision process. Its' what we're trained to do.
  • Do you offer any guaranteed results? No results can every be guaranteed. That would be illegal!
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Cassandra Toroian

Cassandra Toroian

Ms. Toroian founded Bell Rock Capital in January 2006 and serves at the firms President and Chief Investment Officer. Prior to launching the firm, Ms. Toroian was a founder of boutique institutional brokerage firm in Philadelphia, as well as the Managing Director of CBT Investment Management Inc., an SEC Registered Investment Advisor, from 2001 until 2005. Ms. Toroian began her career as a buy-side analyst at a Pennsylvania-based mutual fund company. Subsequently, she was a sell-side analyst for the banking sector. Cassandra was named one of the top five analysts in the country as a Wall Street Journal All Star Analyst for her stock picking in the banking sector in 1999. Because of her expertise she is a frequently used resource by national media, including Fox Business, Fox News, CNBC, Bloomberg Television, The Wall Street Journal, USA Today and various print media including The Philadelphia Inquirer and The Boston Globe. She currently sits on the investment committee for the Endowment Fund of Lafayette College in Easton, Pennsylvania. She also sits on the board of the Immanuel Shelter for the homeless. She is the author of personal finance book, Dont Buy the Bull  Dispelling Disastrous Investment Advice and Money-Myths in our New Economy. She received her B.A. from Lafayette College and her M.B.A. in Finance from the University of Miami.

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My Services

Portfolio Management

We customize each portfolio for our clients using our own proprietary analysis and due diligence of each investment. We construct our portfolios to be in line with a client's risk. We manage for tax efficiency.


Retirement Planning

We use cash flow based tools to help our clients get a better idea of their current outlook for retirement and make necessary adjustments if


401K Rollovers

Many of our clients roll into an IRA Rollover account when they leave their job.


Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM

Communities Served

Bethany Beach Bishopville
Cape May Cape May Point
Dagsboro Ellendale
Fenwick Island Frankford
Georgetown Harbeson
Houston Lewes
Lincoln Milford
Millsboro Millville
Milton Ocean City
Ocean View Rio Grande
Selbyville Showell
Villas Whaleyville
Wildwood all of delaware

Awards & Recognitions

Delaware Five Star Wealth Manager
(2018)

Multi-year winner of the Delaware Today "Delaware Five Star Wealth Manager" award

Social Networks

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