Beck Investment Management LLC

Selected as One of The Most Dependable™ Wealth Managers for Women in The United States

As Seen in Forbes June 16, 2008

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 financial advisory firm. With over 25 years of  investment  expertise,  we offer  diversified  asset  management and professional financial counseling.   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.