BCK Partners, Inc.

BCK Partners, Inc. provides comprehensive financial management and investment advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities. The firm combines asset management with financial planning and manages client portfolios using ETFs, mutual funds, individual equities and fixed‑income instruments on a discretionary basis.

Investment decisions are informed by fundamental analysis, asset allocation and mutual fund/ETF analysis, and the firm employs both long‑term and short‑term purchase strategies with periodic rebalancing; client accounts are reviewed at least annually and in‑person meetings are used when possible. Clients may place reasonable restrictions on portfolios, and cash positions are typically managed in conservative instruments such as bank deposits, money‑market funds, certificates of deposit and government‑backed debt to preserve liquidity.

Distinctive operational features include a requirement that client assets be custodied at a single primary custodian (Charles Schwab & Co.), the firm’s role as trustee for certain accounts (which triggers independent annual custody verification), and formal safeguards for standing letters of authorization. BCK Partners also occasionally executes cross‑client bond transfers to address liquidity needs and capture prices between bid and ask, and several representatives hold law licenses and provide referrals for legal services rather than offering them directly.