Our Customized Model Benefits You
When investing in the securities markets, there are two primary approaches you can take. The first is based on passive investment management, while the second involves active investment management.
We aren’t the traditional wealth management firm that provides passive, cookie-cutter solutions that invest exclusively in portfolios of mutual funds or ETFs.
At Beck Capital Management, we believe in active investment management based on the disciplined application of research and portfolio management. There are times to be more invested in the market and times to be less invested. We help you manage that.
What does this mean for you?
We use an investment philosophy and research process grounded in fundamental valuation models. Our “growth at a reasonable price” and “model growth” templates drive our rigorous research process, which is both repeatable and data-driven.
We conduct all of our research in-house using multiple institutional-grade databases and tools that you typically would not find in an independent financial advisory firm.
Whether you prefer to be involved in managing your assets or want to delegate the day-to-day work, our team is available to help you pursue your financial goals.
We believe our high level of personalized service sets us apart from other independent investment management and wealth advisory firms, where the priority might be more on commission sales than achieving your goals.
Our team is comprised of an economist, advisors, analysts, and portfolio managers. We are not focused on the sale of investment and insurance products.
You can count on us to put your financial interests first and foremost.
Is Beck Capital right for you?
Schedule a no cost/no obligation consultation with our advisors.