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About Beck Capital Management
Beck Capital Management, established in 1997, is a distinguished SEC-registered investment advisory firm. They specialize in serving high-net-worth individuals, prioritizing each client relationship as a unique partnership. Beck Capital Management crafts custom investment portfolios tailored to individual needs.
Their approach is marked by flexibility and openness, valuing input from all team members. The firm's seven investment advisors contribute diverse business expertise, fostering collaborative decision-making in weekly investment meetings.
As a regional investment management firm, Beck Capital Management wields the necessary assets to access institutional-grade investment tools and databases. They prioritize long-term relationships, aiding clients in realizing their financial goals.
Their investment strategy takes a macro-economic view, incorporating various economic factors. They seek revenue and earnings growth, focusing on mature and dynamic businesses and maintaining an unbiased, fact-based research approach. With a track record of goal alignment and exceptional investment results, Beck Capital Management actively manages portfolios to achieve income and capital growth while minimizing market volatility.
Pricing options
Regulatory filings
Areas of specialty
- ETFs
- Investment Management
- Retirement Planning
- Estate Planning
More about Beck Capital Management
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 152705 | 6 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Beck Capital Management.