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

Value Added

Why hire any investment manager?

Lack of time and resources.

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

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 29 years of investment experience managing individual stock and bond portfolios for institutions and individuals.

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

  3. 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.

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

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

 

 

 

 

 

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