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Beck Capital Management is an SEC-registered investment manager serving high net-worth individuals, family offices, endowments, trusts, corporations and pension plan sponsors. 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.  We are different from other investment management firms in many significant ways. 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 held positions on the President’s Council of Economic Advisors and at 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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MARKET RESEARCH

Betterment – leading robo-advisor locked out clients who wanted to trade

Wall Street’s latest plan to extract fees from clients comes in the form of “Robo-Advisors” – computerized programs that purport to substitute advice from a live investment advisor.  Growth in this sub-segment of the investment advisory business has been rapid, albeit off a small base of assets under management.  Robo-Advisors face many challenges to their growth…

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IN THE MEDIA

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…

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China’s Growth Slowing For All The Right Reasons

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…

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Fortune – The Broken Model and “The Way Forward”

Have you ever met with an investment advisor to create a plan for your future, and the first thing they present is a pie chart? You are then told based on your age, what the appropriate size of each slice should be for you. These slices are typically arranged by class (small cap, mid cap, large cap, growth and value, international and bond funds, etc).

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QUARTERLY MARKET VIEWS

Market View – July 2016

The 2nd quarter ended with the U.K. voting to leave the European Union. “Brexit” surprised many. It also leaves us wondering whether short-term market volatility will extend into something longer. It certainly could, especially in Britain itself.

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silhouette of working oil pumps on sunset background

Market View – April 2016

The stock market started off the year exceptionally weak, with all major market indexes down double digit percentages going into the low on February 11. We believe much of the weakness was due to selling by foreign sovereign wealth funds, where the related country’s fiscal budget is heavily affected by the price of crude oil.

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Market View – January 2016

2015 is now in the books and hopefully the year was personally more rewarding than what the stock markets provided. Markets around the world were down in 2015; many had double digit losses. The NYSE Composite Index was down 6.4% for the year. The beginning of 2016 has not been rewarding either. In fact, the…

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

Market View – July 2015

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

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