Beck Investment Management, LLC

Beck Investment Management, LLC, established in 2007, offers personalized investment advisory services and financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm strictly operates on a fee-only basis and does not sell commissioned products or accept finder's fees. Services include asset management, financial planning, tax planning, insurance review, education funding, retirement, and estate planning. Fees are based on a percentage of assets under management, hourly charges, and fixed fees, with billing done quarterly in advance. The firm manages assets totaling $16,220,674 as of December 31, 2024, with both discretionary and non-discretionary accounts. Investment strategies focus on asset allocation, utilizing index mutual funds, ETFs, individual stocks, and bonds. The firm employs fundamental, technical, and charting analysis to select investments and emphasizes diversification to achieve clients' objectives. Beck Investment Management, LLC acts as a fiduciary, prioritizing clients' best interests and managing conflicts of interest. The firm's principal owner, Leslie H. Beck, holds the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations, with a background in economics and extensive experience in the financial industry. Beck Investment Management, LLC maintains a Business Continuity Plan, information security program, and a Code of Ethics to ensure client confidentiality and ethical conduct.