Malvern Bank, National Association Launches New Automated Investment Service

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Malvern Bank, National Association has launched 200Deep.com, a new automated investment service, in partnership with Bell Rock Capital.

The folks at the Paoli-based bank and the Delaware-based investment advisor have discovered automated investing was a way for them to help investors leverage their 200-plus years of experience in a way that’s cost effective.

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“200Deep takes advantage of more than 200 years of experience in investing,” said Anthony C. Weagley, President and CEO of Malvern Bank, National Association. “The automated investment platform starts with as little as $1,000 to invest, and depending on the size and risk tolerance of the account, it invests in both ETFs and individual stocks – a very unique concept in robo-investing.

“So, we are offering a private label version of 200Deep to our customers. We are one of the first – possibly the first – community banks in the country to offer an automated investing service.”

The result is 200Deep.com, an easy-to-use, online investment tool – the likes of which not many community banks offer.

A short questionnaire allows a user to identify their risk tolerance, provides recommended portfolios to choose from, and if you like it, you can open an account online, 24 hours a day. There’s no paperwork to print out since you fill everything out online.

Once your account is funded, simply select the recommended portfolio (or another if you choose) and everything happens automatically for you. Dividends get reinvested, and the knowledgeable staff at Bell Rock Capital monitor the performance of each portfolio and make changes as they determine for that level of risk.

You can call with questions. And you receive – at no charge – an annual review with an advisor in order to answer questions and learn more about your financial performance and align those to your short-term and long-term goals.

Click here to learn more about 200Deep.

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