Beck Capital Management is an SEC-registered investment manager serving individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and businesses. 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 believe we are different from other investment management firms in many significant ways.

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Who We Are

Beck Capital Management was founded in 2009. From 1997 to 2009 we did business under the name Capital Financial Group. Our firm specializes in investment management for individuals and businesses. Over time, we have grown our capabilities in original research and portfolio management. Our investment committee professionals have over 100 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.

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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.

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