Founded in 1997 and renamed Beck Capital Management LLC in 2009, we are an SEC registered investment advisory firm serving high net-worth individuals and institutions. We view each relationship as a partnership, where we strive to understand each client’s specific needs and then create a customized investment portfolio to meet those needs.
While our investment committee is primarily responsible for the execution of investment strategy, we pride ourselves in being a flexible and open organization. Good investment ideas can come from anyone in our firm. Our seven investment advisors bring a wide variety of business experience and investment acumen, therefore everyone in the firm actively participates in our weekly investment meetings.
We are focused on providing top-notch client service. Bill Gregory, our Vice-President of Operations, has been with the firm for over 15 years. He brings a dedication and “can do” attitude to the needs of our clients and helps ensure that paperwork flows efficiently through our back office to Fidelity Investments, our custodian. As an SEC registered firm, Bill also serves as our Chief Compliance Officer. In this capacity he makes certain that our operations meet the strict requirements of U.S. Federal regulators.
Finally, as a regional investment management firm, we have the asset size needed to support the acquisition of institutional-grade investment tools and databases. We work diligently to provide each client personal attention and quality results. Our primary objective is to establish long-term relationships with our clients as we help them achieve their long-term financial goals.
For a copy of our SEC Form ADV, Part 2 Brochure please call 512-345-6789 or write us at 2009 S. Capital of Texas Hwy Suite 200 Austin, TX 78746.