Who We Work With
Tailored Financial Strategies for Successful Individuals and Institutions
At Beck Capital Management, we work with diverse clients, both here in Texas and around the country. We create robust, data-driven solutions that align with your institutional goals and mandates.
Our mission is simple: Produce plans and build portfolios that meet our clients’ expectations.
High-Net-Worth Individuals
For discerning individuals and families of significant wealth, we develop suites of portfolio management services crafted precisely for your unique requirements. Whether you are a professional, a C-level executive, a business owner, or are already retired, our approach begins with a comprehensive financial road map, placing the achievement of your financial goals at center stage.
Business Owners
Between running your company’s day-to-day and keeping an eye on your personal wealth, things can get overwhelming as an entrepreneur/business owner. Our focus on businesses includes creating employer-sponsored retirement plans, asset protection, tax planning, as well as succession planning and exit strategies.
People in Transition
If you find yourself navigating significant life changes that have financial implications such as a divorce, loss of a spouse, declining health, retirement, or inheriting an estate; facing these unpredictable life events can be overwhelming. That’s why we have a specialized team that stands beside you through every step of your new reality. We provide personalized guidance during these challenging times, serving as your financial partner and advocate.
Institutional Investors
Suppose you are a trustee for a 401(k) or defined contribution plan at your business. In that case, we can help you craft a highly personalized plan that takes advantage of adding equity, fixed-income, and alternative investments, which our research team has vetted.
We also assist trusts and endowments with prudent investing strategies for your institutional assets. We often collaborate with the Board of Directors, ensuring that our investment managers meet and surpass an organization’s financial policies and goals.
Is Beck Capital Right For You?
Schedule a no cost/no obligation consultation with our advisors.