Beckerman Inst. Profile Picture

Beckerman Inst.

Investment Advisor

Daniel Beckerman, CFP is president of Beckerman Institutional, a registered investment advisor. He is the holder of seven financial licenses and designations including Certified Financial Planner.

Jack Gindi will assist Daniel in the portfolio management and has been an investor for the last 20 years. Jack also has the AAMS® designation from the College for Financial Planning

Beckerman Institutional is an established money manager. We intend to open up our concentrated hedge-fund style portfolio to the retail investor at a low cost. The model is in the name of Beckerman Institutional LLC.


Investment models

Model commentary

  1. Moore's law and the financial markets

    27 March 2012

    The pace of change in the U.S. economy has accelerated over the past few years.

  2. Bullish on stocks and strategic on bonds 22 March 2012
  3. Two big risks in the Facebook IPO 12 February 2012
  4. There's more risk in gold than most realize 23 January 2012
  5. Emerging markets look cheap, based on forward earnings 29 December 2011

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Important Information

Important Information

Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.

The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.