617.209.2224

CLIENT PORTAL

MEET THE PORTSMOUTH TEAM

 

 

JIM O'DONOGHUE

Legacy Partner

BENJAMIN BECK, CFP®

MANAGING PARTNER /
CHIEF INVESTMENT OFFICER

JAMES BODE

MANAGING PARTNER

KAREN O'DONOGHUE

Sr. Client Advisor

JIM SAMBOLD

Client Associate

ROXANNE O'DONOGHUE

Operations Support

Investment advice offered through Beck Bode, LLC and Compass Rose Investments, LLC d/b/a Compass Rose Private Investment Management-a wholly owned company of Beck Bode LLC, registered investment advisors.

ALIGNED WITH YOUR INTERESTS

Not only are our advisors CERTIFIED FINANCIAL PLANNER™ professionals, in addition we belong to the National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of Fee-Only financial advisors-highly trained professionals who are committed to working in the best interests of those they serve. There are currently only 1500 advisors in the country (Source: napfa.org) who provide high-quality, long-term financial planning and access to a full range of financial services-but without the influence of commissions.

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.