Office Manager

Sandy joined Beck Capital in 2016 with over 21 years of experience in banking operations. She was a Regional Operations Officer for First National Bank for 18 years and most recently Branch Manager of IBC Bank in Bee Caves, Texas. Sandy acts as our Office Manager, facilitating daily administrative tasks with an eye to detail and personal client service.

Sandy is a mother of four and resides in Austin with her fiancé. She enjoys spending time with her family exploring the great outdoors, vintage shopping and baking (the best Carrot cake we’ve ever tasted).

Sandy Castillo

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.

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 has worked at the President’s Council of Economic Advisors and the Federal Reserve. Learn more

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. Learn more