Why Invest With Beck Bode?
Transparent Process
Supportive Team
Investment Strategies for Any Market
Most financial firms 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. You may wonder why your portfolio is structured a particular way, but it’s unlikely that your advisor will be able to explain it to you.
If you plan to put even a dollar in the markets, you need to understand how your funds are invested. At Beck Bode, we manage our portfolios actively, in-house, and are able to explain the ‘how and why’ of our 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.)
When you invest with us, you’ll know exactly why we make the moves we make.
- WHAT are we buying?
- WHEN is it time to sell?
- 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.
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 a methodology we teach, no finance degree required.
Most investors keep an eye on the markets, but we pay particular attention to the companies themselves. We use excellent, high-quality research compiled by the world’s foremost analysts to identify great companies that are getting better.
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.
Using the GPS, we create a financial plan, then devise a strategy, and only then design a portfolio to fuel your dreams.
Would you like to be a successful long-term investor?
Get Started With a Discovery Call
CONTACT
858 Washington St. Suite 100 Dedham, MA 02026
invest@beckbode.com
(617) 209–2224
(617) 249–0298
Copyright © 2025 Beck Bode, LLC
DISCLOSURES | TERMS | DISCLAIMER | PRIVACY
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.