Beck Bode LLC

Beck Bode serves individuals and families as well as 401(k) pension and profit‑sharing plans, providing ongoing portfolio management, financial planning, and pension consulting. The firm also offers subadviser services to third‑party advisers and has added accounting/tax preparation as an ancillary service, which may be billed separately.

The firm uses fundamental analysis to build strategies described in its brochure — including a Growth strategy, an Income Growth dividend‑focused strategy, and a short‑term, high‑leverage Options strategy — and documents client objectives in a Goals Planning Statement. Beck Bode generally manages accounts on a discretionary basis, seeks to allocate investment opportunities fairly across clients, and frames its investment advice within a fiduciary duty.

Distinctive aspects noted in the brochure include the firm’s willingness to provide non‑investment services (such as tax/accounting work) on a case‑by‑case basis and to act as a subadviser for other advisers, arrangements less common among similarly sized multi‑team firms. The brochure also highlights more specialized practices — a published content program that can be directed at specific audiences (for example, athletes), a formal policy requiring use of selected custodians (Altruist, Schwab Advisor Services, or LPL), and an explicit options trading strategy that carries heightened short‑term risk.