The strategic partnership with Bell Rock Capital will facilitate the ability of the Bank’s clients to access the wealth management products and services offered by Bell Rock Capital.
Bell Rock Capital manages client assets as separately managed accounts for high-net-worth individuals and families as well as corporations, banks and insurance companies.
The firm also acts as a co-fiduciary on 401(k) plans from start-ups to multi-million dollar plans. The company utilizes proprietary research as well as technology-driven investment tools to manage its clients’ accounts in the Philadelphia area and around the world.
Cassandra Toroian, founder and chief investment officer of Bell Rock Capital, is frequently sought as an expert resource on general market issues as well as the banking industry by national media including The Wall Street Journal, CNBC and Bloomberg TV.
The Wall Street Journal once named Toroian an "All Star" analyst for her stock picking. She is the author of "Don’t Buy the Bull: Dispelling Disastrous Investment Advice and Money Myths in Our New Economy," written in 2009, in which she offered insights on how to navigate tough economic times.
"Cassandra and her team bring outstanding institutional-level experience and highly customized investment advisory services to Malvern Federal clients," said Anthony C. Weagley, the bank’s president and CEO. "Our partnership with Bell Rock is part of the bank’s strategy of providing the highest quality products and services to Malvern Federal clients."
