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 believe we are different from other investment management firms in many significant ways.
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.
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.