Beck Capital Management LLC

Beck Capital Management LLC, a Registered Investment Adviser established in 2009, offers personalized investment advisory services specializing in Sector Rotation. The firm's investment philosophy involves analyzing economies and sectors to identify value investments with balanced risk and reward. Chief Investment Advisor, Mr. James "Frank" Beck, along with analysts Victor Beck and Hunter Beck, make portfolio decisions for clients. The firm provides asset management services tailored to individual client needs, offering customized investment programs focusing on securities like equities, bonds, mutual funds, and ETFs. Clients can choose from various portfolio types based on risk tolerance, from Conservative to Aggressive. Beck Capital Management does not participate in wrap fee programs and manages assets totaling $504,891,519 for 414 clients. Fees are charged based on a percentage of assets under management and are negotiable. The firm's Code of Ethics ensures fair and ethical practices, with a fiduciary duty to act in clients' best interests. Beck Capital Management does not accept performance-based fees and provides investment advice to individuals, high net worth individuals, trusts, and more. The firm's investment strategies are grounded in fundamental, technical, and cyclical analysis, aiming for income and capital growth with minimized volatility. Clients receive account reviews and performance reports regularly, with fees disclosed transparently. Beck Capital Management does not engage in proxy voting services and maintains financial stability to meet client commitments.