ChFC®, CFP®, Series 7, 63, 65 & 31
Investment Adviser - Daniel Beckerman, CFP is president of Beckerman Institutional, a registered investment adviser. He previously worked for several years at a major brokerage firm offering institutional-level services to high net worth clients. Daniel is the holder of seven financial licenses and designations including Certified Financial Planner. Beckerman Institutional offers a diversified asset allocation portfolio that is designed to be a core holding for investors.
The Beckerman Asset Allocation portfolio has a goal of generating long term growth with a secondary goal of income generation. The portfolio will invest across a range of asset classes including stocks, bonds, alternatives and cash. It retains flexibility to overweight certain asset classes given the managers perception of fundamental opportunities. We believe that this strategy is appropriate as a core holding for investors.
1. Performance of the Portfolio Manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".
2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.