Who do we serve?
Our clients are individuals, pension and profit-sharing plans, trusts, estates, and small businesses who have accumulated significant assets. Many of our clients have been with us for more than a decade and with some families, we include several generations. Our approach to portfolio management emphasizes the accumulation of wealth over the long term by careful security selection. This requires discipline and patience.
Individual investors face greater challenges today than at almost any time in the past. The number of potential investments is increasing as are the challenges of portfolio management. Volatility in securities markets, rapid innovation in financial products, and growing complexity in the tax code require care, skill, and attention in portfolio construction. Personal and professional commitments frequently limit the time and attention an individual is able to devote to making sound financial decisions. Beddow Capital Management aims to be the key resource in achieving a client’s financial goals.
All client portfolios are managed on a fully discretionary basis. We assume responsibility for investment selection, asset allocation, and the ongoing management of your portfolio and report results on a quarterly basis.