Beck Investment Management LLC
Beck Investment
Management LLC
530 Lytton Ave Ste 305
Palo Alto, CA 94301
ph: 650 328 7900
fax: 650 644 2546
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Beck Investment Management
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, low-cost financial advisory firm. With over 29 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.
Beck Investment
Management LLC
530 Lytton Ave Ste 305
Palo Alto, CA 94301
ph: 650 328 7900
fax: 650 644 2546
lb
