About

HOW COURAGEOUS ARE YOU?

Dissatisfied with the status quo and bold enough to break ties with it.

In our view, the vast majority of advisors in the industry are good people who just don't know what they're doing. They end up selling funds they don’t understand. There’s no logic to any of their buy and sell decisions. All they do is sell a product. 

If only it weren’t for the fact that they’re playing with your hard-earned cash, it would be easier not to fault them for it. Because most advisors just don’t know better. And the ones that do know better yet sell things they don’t believe in themselves, they’re clearly no good, either. Regardless, all of this bad news for investors.

When Ben and Jim joined forces to form Beck Bode, they did it with the intention of breaking with about every convention held by traditional firms. Both of them had substantial experience at large global firms, and they could see how traditional ways of financial planning and investment management were detrimental to the longterm financial health of their clients. 

Beck Bode was born with the desire to do something creative with broad positive impact on everyone. It came with the intention to no longer settle. With it came the obligation to show clients another, better way to plan and save for a long, fruitful life. Ben and Jim walk their own talk, with a dedicated commitment to discipline not only with regard to finances, but also to fitness and family.

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investment
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The Beck Bode Promise

RAISING THE BAR FOR A HIGHER STANDARD OF MANAGING MONEY

 

 

Fresh Methodology:

Our money methods are ever-changing - just like the world we live in. Rather than hide our heads in the stand, we keep our ears to the ground and pivot your strategy according to the pulse of what's actually happening in real-time.

 

 

Guerrilla Investing:

We aren't afraid to get freaky with investment management. We're proud to disrupt this industry's staid, archaic approaches to investing - and replace them with stimulating strategies.

 

 

Family-centric Attitude:

Family is our number one priority at all times. Everyone who joins Beck Bode wonders where we've been all their life - and we'll feel the same about you. We promise.

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