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.
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.
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.
2022 – Year in Review 2022 was a challenging year for markets, to say the least. As of market close on December 30th, the S&P 500 index closed at 3,840 to finish the year down 18.1%. This marked just the 12th time that the S&P 500 index has finished down double digits and the 7th…
2022 – Year in Review 2022 was a challenging year for markets, to say the least. As of market close on December 30th, the S&P 500 index closed at 3,840 to finish the year down 18.1%. This marked just the 12th time that the S&P 500 index has finished down double digits and the 7th…
In this note, we explore the under-representation of certain sectors in the S&P 500 and why we believe it is important to diversify sector exposure given the disproportionate weights in the makeup of today’s S&P 500 index – leading us to our market of stocks vs. stock market comparison. We explain our investment philosophy and…
Oil to $120 Again? Energy remains the only green sector for 2022, and while it has risen 68% since January 1st, it remains our preferred sector in the market. Much of the equity movement for the first half of the year followed closely with oil prices, but now that we have witnessed promising earnings reports…
Q4 2022 Market View This has been a challenging year for markets, to say the least. As of Sept. 30th, the S&P 500 index was down 24.77% year-to-date (YTD) and the Nasdaq was down 32.40%. This has marked the worst year for markets since the financial crisis and one of the worst three quarters on…
