Beck Investment Management

Investments, Financial Planners, Financial Planning Consultants

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

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Mon - Fri:	9:00 am - 5:00 pm

Places Near Palo Alto with Investments

Menlo Park (2 miles)
Stanford (2 miles)
Atherton (4 miles)
Los Altos (8 miles)
Redwood City (8 miles)
Mountain View (10 miles)
San Carlos (11 miles)
Belmont (13 miles)
Sunnyvale (14 miles)
Newark (14 miles)

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University South

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Beck Investment Management LLC

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Investments, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services

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Phone: (650) 328-7900

Address: 345 Hamilton Ave, Palo Alto, CA 94301

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Beck Investment Management

Tax Services
Roth IRA

Investment Management
Leslie Beck founded Beck Investment Management, LLC with 40 years experience in investment management and financial services and working with more than 1650 clients. Leslie is a Certified Financial Planner® professional and a Chartered Financial Analyst.

Accounting Services

Financial Planning
More recently, Leslie worked for myCFO in 2000 to develop their online financial planning and investment products for pre-IPO clients. She joined Woodside Asset Management as a Managing Director and then Sand Hill Advisors as a Senior Wealth Manager.
Retirement Planning
Leslie began her financial services career in 1980 with Bache & Co. as a stockbroker in Virginia and Texas. She was one of the first to pursue the Certified Financial Planner credentials and received the designation in 1983. In 1987, Leslie began to earn the Chartered Financial Analyst (CFA) designation and started as an institutional research analyst for Chemical Bank (now known as JPMorgan Bank). She finished the CFA program in 1989 and continued developing her expertise analyzing individual U.S. companies, meeting with the senior management of the companies and having direct access to the best and the brightest analysts and investment strategists on Wall Street. Her responsibilities grew to include managing $530 million in stock and bond portfolios for individuals, families, trusts, pension plans, endowments and foundations.
Asset Management
Asset Allocation Modern portfolio theory demonstrates that there is a relationship between risk and return and when non-correlating assets are added to a portfolio, a higher portfolio risk-adjusted return is attained. Research has proven that the long-term performance of any portfolio is derived primarily from asset allocation rather than specific security selection or market timing. Therefore, we concentrate efforts on the total portfolio composition and how assets are allocated. Your objectives and risk tolerance determine the appropriate mix of asset classes. The asset classes include...

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