About Us

Because Experience Matters

Beck Capital Management has a rich history dating back to 1997 when we worked under the name of Capital Financial Group. Specializing in investment management for individuals, families, and businesses, our firm has steadily expanded its original research and portfolio management capabilities. In 2009, we registered the firm as Beck Capital Management.

The vision behind creating Beck Capital Management was to offer something genuinely unique to successful professionals, executives, business owners, and retirees. We saw that too many investment management firms were offering cookie-cutter, one-size-fits-all solutions that underperformed and had high investment management fees. 

We set out to create custom portfolios, designed and managed in-house, to pursue our clients’ unique target rates of return while carefully considering their tolerance for excess volatility. This model also enables us to charge lower investment management fees than other more layered financial institutions and firms. 

Our highly experienced professionals have more than 100 years of combined financial, planning, and investment experience, including a distinguished macroeconomist with a Ph.D. from Stanford University who has held prominent positions on the President’s Council of Economic Advisors and at the Federal Reserve.

We view our relationship with you as a true partnership. We are financial fiduciaries, the highest ethical standard in the financial service industry. We must avoid conflicts of interest and put your financial interests ahead of ours. We provide a solution based on decades of experience, credibility, trust, and transparency. 

Market Research & Commentary by Beck Capital


Connect with us to learn more about our in-house investment research and management process.