Beckett Collective

Beckett Collective advises individuals, family offices, business owners, and employer-sponsored retirement plans, providing comprehensive financial planning, discretionary investment management, and business advisory services. The firm also offers retirement plan management for plan sponsors and guidance for family office, foundation, and endowment governance and succession matters.

The firm constructs diversified portfolios using low-cost ETFs and index funds, occasional individual securities, and bonds held to maturity, and it will consider private market and alternative allocations when appropriate; each client relationship is grounded in a written Investment Policy Statement and ongoing portfolio monitoring with rebalancing and tax-loss harvesting as warranted. Beckett acts as a fiduciary, operates on a fee-only basis, does not take custody of client assets, and may engage Outside Managers to implement portions of a client’s strategy under the firm’s discretionary authority.

Noteworthy for a firm of its size, Beckett discloses a formal business services arrangement with another registered adviser (6|21 Private Wealth) — a prior common ownership has concluded, but Beckett provides compensated business advisory services to that firm and has documented measures to disclose and mitigate related conflicts of interest. The firm also accepts pension and profit‑sharing plan clients and, for ERISA-regulated plans, can serve as an investment manager under ERISA section 3(38), which is less common among independent advisers and informs its compliance and reporting practices.