ChFC®, CFP®, Series 7, 63, 65 & 31

Investment Experience
13 years


Company Name
Beckerman Institutional

  • Address
  • 406 W Park Avenue
  • Oakhurst
  • New Jersey
  • 07755

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Investment portfolio

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.

ETFs / Funds
Sharpe ratio
0.56 365 days
7.3% 365 days
Risk score
  • 1% fee
  • $20,000 min

Portfolio commentary

  1. Profile Picture Navigating the bond market maze 22 June 2015

    Here's a smart strategy for bonds in a period of rising interest rates.

  2. Profile Picture Covestor portfolio managers in the news--November 8, 2014 8 November 2014
  3. Profile Picture Drones and self-driving cars could fuel Google stock 5 September 2014
  4. Profile Picture Some last-minute tax tips 11 April 2014
  5. Profile Picture Ideas for investing your tax refund 11 April 2014
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Important Information

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.