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…Read More
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.