A complete list of active advisors currently associated with BEEYOND Capital, LLC

Warmer can help you find a great advisor at BEEYOND Capital, LLC or one who fits your needs even better.

BEEYOND Capital, LLC is a fee-only investment adviser that provides discretionary portfolio management to individuals, high net worth clients, and entities, including private funds and pooled vehicles. The firm is newly formed and currently reports no assets under management, though its brochure states it will serve both separate accounts and pooled vehicles. The firm generally implements portfolios using mutual funds and ETFs and may also use bonds, options, equities and cash equivalents where appropriate, selecting investments through a mix of technical and fundamental analysis. BEEYOND typically determines asset allocation based on client-provided information about financial circumstances, risk tolerance and time horizon, and it may employ both short- and long-term strategies while managing accounts under a Limited Power of Attorney. Notable features in the brochure include the firm’s emphasis on discretionary authority, its practice of block trading and the ability to effect cross-transactions when judged beneficial, and its stated preference that clients consider Interactive Brokers as custodian (with client choice preserved). The brochure also discloses the use of endorsements in advertising — a practice that is relatively uncommon among comparable investment-manager advisers — and notes that BEEYOND does not vote client proxies and does not currently receive soft-dollar benefits.

To learn more about the advisors currently working at BEEYOND Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.