Beck Bode LLC

Beck Bode LLC, established in February 2013, is a financial advisory firm based in Dedham, MA. The firm offers portfolio management services tailored to individual client goals, objectives, and risk tolerance. Investment Policy Statements are created for each client to guide portfolio selection. Beck Bode requests discretionary authority from clients to execute transactions without prior permission. The firm operates as a fiduciary, making investment decisions in the best interest of clients. Services include pension consulting, financial planning, and management of ERISA assets. Beck Bode specializes in mutual funds, fixed income securities, equities, and ETFs, primarily recommending growth and dividend-paying equities. The firm charges asset-based fees not exceeding 3% annually, calculated quarterly. Clients have the flexibility to terminate agreements with a full refund within five business days of signing. Beck Bode does not participate in wrap fee programs and manages over $489 million in discretionary assets. The firm conducts fundamental and quantitative analysis, utilizing long-term trading and options trading strategies. Clients include individuals, high-net-worth individuals, collective investment trusts, and pension and profit-sharing plans. Beck Bode's brokerage practices involve custodians like Schwab and TD Ameritrade, offering benefits such as research, trading services, and educational events. The firm does not compensate non-advisory personnel for client referrals and does not maintain physical custody of client assets. Beck Bode provides discretionary investment advisory services and does not accept voting authority for client securities. The firm's financial condition is stable, with no bankruptcy petitions in the last ten years.