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CLIENT PORTAL

BENJAMIN BECK, CFP®

Managing Partner / Chief Investment Officer

About Benjamin

When I love something, I simply can’t stop talking about it. I want other people to love it as much as I do, and I want them to love it because they have discovered its benefits for themselves. It’s how I feel about CrossFit, about following a Paleo diet, and about the investment philosophy we follow at Beck Bode.

Growing up as a kid, my head was filled with numbers and baseball. Those were my two passions. I remember getting up early on Sunday mornings to grab the paper to check the scoreboard stats in the Sports section. I knew I wanted to play baseball professionally, and I eventually did.

After I was done with baseball, I worked in finance. For the longest time, I felt lost telling people to put their money into things in which I didn’t necessarily believe or understand. One day I had met a man who is probably one of the most successful investors of our time. Right away I knew he was a quality individual. He wasn’t just good at what he did, he did good with what he did. He became my mentor and he changed my life.

He shared with me that once you realize that you have no control over the stock market, then market timing, using past performance or price as a determinant for buying or selling – all of those criteria become irrelevant to your decision-making. But what if you make disciplined decisions based on expert analysis of company fundamentals? That’s when the light bulb went on for me. And I haven’t stopped talking about it ever since.

Outside of work, I’m swept up in the whirlwind of an active family with my wife Danielle, and our four young children. I love witnessing firsthand the long-term effects of a disciplined approach: whether it’s diet and exercise, raising a family, or investing.

Investment advice offered through Beck Bode, LLC, a registered investment advisor.
 
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Beck Bode or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s)) may be suitable for your portfolio or individual situation, or prove successful. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Beck Bode.