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INVESTMENT MANAGEMENT

Investment Management Services

Investment Strategies for Any Market

Most investment management firms don’t actively manage their portfolios. Whether you work with one of the big-name financial services companies, or you have your investments held by a boutique firm, chances are they outsource the management of their assets to the portfolio managers of large fund companies. 

These portfolio managers are highly compensated, entirely inaccessible to you, and provide no transparency as to how and why they make the decisions they make. Even the person you know as your financial advisor has little connection with how your money is actually managed. If you ever wonder why your portfolio is structured a particular way, or why you now own a certain stock, and why you divested of another, it’s unlikely that your advisor will be able to explain it to you. 

We believe that if you plan to put even a dollar in the markets, you need to understand how your funds are being invested. “Set it and forget it” is not a suitable investment strategy in our view. In contrast to most firms, we manage our portfolios actively, in-house, and if we end up working together you will always know the ‘how and why’ of our investment decisions on your behalf.

 

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The Three Questions Your Financial Advisor Must Be Able To Answer

You know those firms that tell you they’ll craft your portfolio to your ‘target’ retirement date? That’s not us. What about the ones that tell you they’ll custom tailor your portfolio to your risk profile? Also not us. (Allow us to debunk these myths for you.)

We don’t believe in mutual funds. We absolutely stay away from bonds. We assume that our clients are intelligent beings who have the ability to comprehend how their money is being invested, even if they don’t have a background in finance. We don’t believe that anyone should be shielded from the inner workings of their portfolio. 

Which is why when you invest with us, you’ll know exactly why we make the moves we make.

  1. WHAT are we buying? 
  2. WHEN is it time to sell? 
  3. HOW do we reinvest that money? 

There’s a method to how we work, and you won’t need a PhD in anything to understand it. We teach you the method. We stick to the method, and we never deviate from it. We also know that we’re all human and that there will be times when emotions get in the way of our decision-making. When that happens, we’ll be by your side. 

If this is all too radical, too straightforward, or even too good to be true, maybe we’re not the right fit for you. But if you’re curious, we should talk.

Want to learn more? Grab a free copy of Dancing with Analysts.

Investment Strategies for Any Market

Most investment management firms don’t actively manage their portfolios. Whether you work with one of the big-name financial services companies, or you have your investments held by a boutique firm, chances are they outsource the management of their assets to the portfolio managers of large fund companies. 

These portfolio managers are highly compensated, entirely inaccessible to you, and provide no transparency as to how and why they make the decisions they make. Even the person you know as your financial advisor has little connection with how your money is actually managed. If you ever wonder why your portfolio is structured a particular way, or why you now own a certain stock, and why you divested of another, it’s unlikely that your advisor will be able to explain it to you. 

We believe that if you plan to put even a dollar in the markets, you need to understand how your funds are being invested. “Set it and forget it” is not a suitable investment strategy in our view. In contrast to most firms, we manage our portfolios actively, in-house, and if we end up working together you will always know the ‘how and why’ of our investment decisions on your behalf.

 

The Three Questions Your Financial Advisor Must Be Able To Answer

You know those firms that tell you they’ll craft your portfolio to your ‘target’ retirement date? That’s not us. What about the ones that tell you they’ll custom tailor your portfolio to your risk profile? Also not us. (Allow us to debunk these myths for you.)

We don’t believe in mutual funds. We absolutely stay away from bonds. We assume that our clients are intelligent beings who have the ability to comprehend how their money is being invested, even if they don’t have a background in finance. We don’t believe that anyone should be shielded from the inner workings of their portfolio. 

Which is why when you invest with us, you’ll know exactly why we make the moves we make.

  1. WHAT are we buying? 
  2. WHEN is it time to sell? 
  3. HOW do we reinvest that money? 

There’s a method to how we work, and you won’t need a PhD in anything to understand it. We teach you the method. We stick to the method, and we never deviate from it. We also know that we’re all human and that there will be times when emotions get in the way of our decision-making. When that happens, we’ll be by your side. 

If this is all too radical, too straightforward, or even too good to be true, maybe we’re not the right fit for you. But if you’re curious, we should talk.

Want to learn more? Grab a free copy of Dancing with Analysts.

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Investment Management Solutions You Can Understand

Beck Bode's investment strategies are backed by decades of research and testing that produce clarity around what to buy, when to sell, and how to reinvest your money. It's not a guessing game. It’s a methodology we can teach you, no finance degree required.

Our strategy has nothing to do with the price of a stock going up or down on a given day and a lot more to do with what drives changes in stock prices. Most investors keep an eye on the markets, but we know to pay particular attention to the companies themselves. The secret to our methodology is no secret at all. We have access to excellent, high-quality research compiled by the world’s foremost analysts.

You, too, can learn what to buy, when to sell, and how to reinvest your proceeds with our simple yet powerful process. To learn more about our philosophy on investing (and life!), read the book that started it all, or simply set up a time to chat with one of our team members.

 

 

The Beck Bode Investment Management Process

 

You schedule an introductory call with us so we can decide whether we are a fit for each other.
We have a Discovery meeting where we discuss your most cherished goals.
We formulate your personal GPS - the North Star for any financial move you make.
The GPS becomes the blueprint for your financial plan. From the financial plan, we propose a strategy, and then and only then do we create a portfolio to fuel your plan.

Do you have what it takes to be a successful
long-term investor? 

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