Malvern Federal Savings Bank partners with Bell Rock Capital for wealth management
Malvern Federal Savings Bank has partnered with Bell Rock Capital to provide wealth management products and services to its clients
Malvern Federal Savings Bank, a wholly owned subsidiary of Malvern Bancorp, has formed a strategic partnership with Bell Rock Capital, a Delaware-based investment advisory firm to provide wealth management products and services to its clients.
The deal comes as part of the bank’s strategy of providing the highest quality products and services to Malvern Federal clients.
Malvern Federal Savings Bank president and CEO Anthony Weagley said: “Cassandra and her team bring outstanding institutional-level experience and highly customized investment advisory services to Malvern Federal clients.”
Bell Rock Capital focuses on separately managed accounts, for both high net worth individuals, families, and corporate entities. Also, it manages and acts as co-fiduciary on 401K plans for employers all over the US.
The company uses proprietary research as well as technology-driven investment tools to manage its clients’ accounts in the Philadelphia and across the world.