The Fine Print | Disclosure Information | 200Deep Invest


200 Deep® is a service mark of Bell Rock Capital, LLC.  © 2018 Bell Rock Capital, LLC. (“200Deep”).  200Deep is an automated investment advisory service provided by Bell Rock Capital, LLC (“Bell Rock”), an investment advisory firm registered with the Securities Exchange Commission (“SEC”) under the Investment Advisers Act of 1940 (“Advisers Act”). 200Deep does not provide personalized financial planning to clients, such as estate planning, tax planning, insurance, etc. Nothing on the 200Deep or Bell Rock websites should be construed as a solicitation or offer to buy or sell any security. Investment advisory services are only provided to investors who become Bell Rock clients pursuant to a written advisory agreement.

200Deep is hosted by Invessence Inc., an unaffiliated provider of wealth management platforms to investment advisers. This platform enables Bell Rock to make 200Deep available to clients online and includes a system that automates certain key parts of Bell Rock’s investment process. The investment process includes an online questionnaire that helps Bell Rock determine the client’s investment objectives and risk tolerance. This information is then used to select an appropriate investment portfolio. Bell Rock will recommend a portfolio via the online system in response to the client’s answers to the questionnaire. The online system also includes an automated investment engine through which Bell Rock manages the client’s portfolio on an ongoing basis. Custody and brokerage services for 200Deep are provided by T.D. Ameritrade, Inc., an SEC registered broker-dealer and member FINRA/SIPC. For additional information regarding fees, potential conflicts of interest, services, and risks, please consult Bell Rock’s Form ADV.

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