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Beck Capital Management LLC

EST. AUM
$562,420,185

CONTACTS
7

CLIENT ACCOUNTS
1,110

Firm Details

Metro area Austin
CRD Number 152705
Website beckcapitalmgmt.com
Client types

Overview

Beck Capital Management LLC is an SEC-registered, investment management firm specializing in custom-designed, actively managed portfolios for individuals, high net-worth individuals, and institutions. All portfolios are managed in-house, thereby eliminating additional fees. The firm’s process begins with determining a client’s investment objectives and volatility tolerance then builds and manages each portfolio to meet those criteria. Preservation of capital and tax implications are primary considerations in the execution of their sector rotation investment strategy. Beck Capital has a commitment to transparency and provides clients 24/7 access to their portfolios.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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