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Malvern Bank’s "Money Matters"

The Bell Rock Take... There is Still Value in Financials

March 30, 2021

Hello,

I wanted to provide a recent market update on CNBC from the founder and Chief Investment Officer of Bell Rock Capital, Cassandra Toroian.

Malvern offers investment advisory services through our affiliate Bell Rock Capital,* an SEC-registered investment advisor, under Cassandra's leadership.

Everyone has their own risk appetite when it comes to investing. Our approach is personalized and focused on what you, the client needs. Sally Lawson is our Senior Vice President over Investment Management; when you are ready to review your strategy, she can assist you at 610.695.3651 or SLawson@MyMalvernBank.com.

Sincerely,

Anthony C. Weagley
President & CEO
Malvern Bank, National Association
Office : 610.644.9400
Marketing@MyMalvernBank.com

Money Matters Video

*Bell Rock Capital, an SEC Registered Investment Advisor, is working in affiliation with Malvern Bank, NA. Products offered are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other federal or state deposit guarantee fund or other government agency; Not endorsed or guaranteed by the bank or their affiliates; and are not deposits or obligations of the bank and are not guaranteed by the bank, and are subject to investment risk, including potential loss of principal.

NOT FDIC INSURED   ●   NOT BANK GUARANTEED   ●   MAY LOSE VALUE   ●   NOT A DEPOSIT   ●   NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY

Return to Money Matters


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