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

In the News

 

Beck Investment Management, LLC

Selected as One of the

Leading

Wealth Managers

of

Northern California

 for 2009 

Palo Alto, CA, August 24, 2009  

Beck Investment Management, LLC, a leading provider of investment management services, today announced that it has been selected by Goldline Research as one of the leading Wealth Managers of Northern California for 2009. The list of leading Wealth Managers of Northern California is scheduled to be published in the August 24th issue of Forbes Magazine.

“Those selected provide extensive client service that exceeds the industry standard,” said George Shaeffer, Analyst, Goldline Research. “We believe that they are setting the benchmarks for the industry as a whole.”

Goldline Research recently completed its annual evaluation of independent wealth management professionals in Northern California. The research study was conducted from mid-April 2009 through mid-July 2009.

Beck  Investment  Management,  LLC  is  a  registered investment adviser firm located in the Silicon Valley.  They manage investment  portfolios and provide financial counseling for individuals and families.  Beck Investment Management, LLC  is an independent and fee only financial advisory firm. The firm was also selected as a 2008 Top Ten Most Dependable Wealth Managers for Women.

Goldline Research (www.goldlineresearch.com) is an independent market research firm that specializes in evaluating professional services providers to help consumers identify and select leading services firms. Goldline Research’s proprietary research process includes market analysis, individual company interviews and, in many industries, interviews with consumers of those services to gain feedback on market conditions and provider service levels. Goldline Research’s lists have been published in leading publications including local, regional and national magazines. 

 

 

 

 

 

This web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web site is in no way a solicitation or offer to investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists.

 

 

Beck Investment
Management LLC
530 Lytton Ave Ste 305
Palo Alto, CA 94301

ph: 650 328 7900
fax: 650 644 2546