Beck Investment Management LLC

Beck Investment Management

Selected as One of the Leading Wealth Managers of Northern California

As Seen in Forbes August 24, 2009

Beck Investment Management, LLC is a registered investment adviser firm located in the Silicon Valley. We manage investment portfolios for individuals and families. We are an independent and fee only, low-cost financial advisory firm. With over 40 years of investment expertise, we offer diversified asset management and professional financial counseling. We seek to provide consistent, competitive investment returns over time by capitalizing on a range on financial opportunities within your risk tolerance. We cannot guarantee specific performance results but we can guarantee a disciplined investment strategy that focuses on the management of risk in the portfolio as well as the return. We are committed to continuously explore the best investment alternatives available to meet your objectives.

Together we build an investment policy statement designed to achieve your goals. This written policy becomes the guideline for the investment strategy that Beck Investment Management implements. We continuously monitor the investments, the markets, and your situation to adjust or "rebalance" the investment holdings to reflect changing conditions. We report quarterly to you on your investment assets and performance, and encourage regular or at least annual face-to-face meetings to review the overall financial health and investment program. We provide more detailed financial planning analysis and guidance on issues specific to you as they arise.