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Beck Capital Management is an SEC-registered investment manager serving high net-worth individuals, endowments, trusts, corporations and pensions. We design custom portfolios that seek each client’s target rate of return, commensurate with the tolerance for volatility. We have a fiduciary duty to our clients and are fee-based. Learn more.

Our predecessor firm was founded in 1997, specializing in investment management and tax planning for high net-worth individuals. Over time, we have grown our capabilities in original research and portfolio management. Our three investment committee professionals have over 75 years of combined finance and investment experience. Our macro-economist holds a PhD from Stanford University and has worked at the President’s Council of Economic Advisors and the Federal Reserve. Learn more

We start with a macro-economic “30,000 foot view” that incorporates industry-sector developments, secular trends, money flows, monetary policies and news events.  We then follow with a rigorous, repeatable, data-based research process designed to uncover the best managed business within their respective industry groups.  Further, we believe that simply avoiding the weakest sectors of the market adds meaningfully to performance. Learn more

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Fed Chair Janet Yellen Has A Serious Communications Problem

‘You don’t tell the markets anything. You just implement policy — slowly and smoothly.” That was the communication policy of late Fed Chairman William McChesney Martin (1906-1998), as recalled by finance professor Lewis Spellman of the University of Texas at Austin. Spellman, who worked at the Fed during the Johnson administration, remembers Martin vividly and…


Don’t blame China for what’s ailing U.S. stocks

China’s growth may be slowing, but it’s for all the right reasons. U.S stocks on Thursday kicked off the start of October with losses, after nosediving last month as investors worried about slowing growth in China. True, the growth rate of the world’s second largest economy has declined from over 10% in past years to…


Ben Bernanke

Beck in Barron’s – Bernanke’s Swan Song

This week, the markets’ reputation for anticipation will be put to the test. Will the Federal Reserve begin scaling back its easy-money stimulus? The market seems to think so. Investors have been paring back bonds susceptible to rising interest rates, and the 10-year Treasury yield has already jumped this summer from 1.6% to nearly 3%,…


Why This Rally Still Has Legs – Frank Beck in Fox Business

  Market observers are fond of saying things such as “the market feels like it is a little ahead of itself “or “you should sell now because the market is set for a pullback, before proceeding.”  “The market is at all-time highs” is another reason suggested for selling. None of these, the myriad of charts…



Market Insights - Financial Advisors - Austin TX - Beck Capital Management

Market View July 7, 2015

INDEPENDENCE DAY We at Beck Capital hope everyone had a great 4th of July weekend, celebrating the United States Independence. We would like to thank each of you who served in one of our military branches, helping maintain our freedom, for the United States is the home of the free, because of the brave. GREECE…


Market Insights - Financial Advisors - Austin TX - Beck Capital Management

Sector Rotation

We first use a fundamental approach to identify sectors of the U.S. and international economies which likely have a significant advantage or disadvantage in the current environment.  Simply eliminating unfavorable sectors and diversifying among the rest is usually a better strategy than simply investing in the index(es).  The beauty of the approach is being wrong…


Market Insights - Financial Advisors - Austin TX - Beck Capital Management

Is This Bull Market, Really, Long in the Tooth?

With the Bull Market, by some arbitrary measures, now almost 63 months old and the Fed “tightening”, there is seldom a whole day that goes by (usually a Sunday if there is one) that someone doesn’t ask or comment about the age of this bull market. If bull and bear markets ended intraday instead of…


Market Insights - Financial Advisors - Austin TX - Beck Capital Management

Market View: January 2014

I am not sure anyone saw such a good 2013 coming with the headwinds we faced at the beginning of the year when we endured the largest tax hike, a sequestration, a D.C. argument about the fiscal cliff and risked default on our debt service, a possible war in the Middle East along with the…


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