Beck Investment Management LLC

Why hire any investment manager?

1. Lack of time and resources.   

2. Would rather do something else than study investment allocation, managers and stay up on the latest investment solutions.

3. Too emotionally involved to life savings and either cannot make any decision or are afraid that you might make rash decisions.

Why hire Beck Investment Management?

1. Over 40 years of investment experience managing individual stock and bond portfolios for institutions and individuals.

2. Where we differ with most investment managers is in retirement accounts. We use bonds to provide income not just "buffer" the account from market fluctuations. Providing a monthly income during retirement is a simple a time-proven method to sleep at night.

3. Access to institutional money managers and economies of scale to lower costs and minimums.

4. Objective and trusted advisor. We are fee only. Your fee is our sole source of compensation and we have no conflicts of interest. We receive no finder's fees and no commissions.

5. Not limited to any one firm’s products.

6. We will take the time to explain every decision from investment process, asset allocation, investment selection. Keep investments simple is our mantra.