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Alec Bethurum
Sterneck Capital

Tel: 816-268-2233
4510 Belleview Ste 204
Kansas City, MO 64111
Sterneck Capital | Financial Advisor in Kansas City ,MO

Institutional Level Investing and Planning for the Individual



About Alec Bethurum

Graduate of Colgate University. 20 Years Experience in Financial Markets serving institutional and retail clients. Passionate about creating strategies to allow individuals and families to reach their long term financial goals. Multi year experience in generating top down asset allocation models. Engaged in manager diligence and selection for both traditional and alternative third party managers to implement allocation strategies. Built and managed absolute return equity portfolios for hedge fund and individual SMA accounts. Use quantitative, fundamental and technical methodologies in constructing portfolios with superior risk adjusted returns. Focus on Large Cap Value and Micro and Small Cap Hyper and Broken Growth


About Sterneck Capital

We began with one intention: To Serve the individual, not the institutional. Our firm has been offering clients investment management and financial planning insights for more than a quarter century. Founded in 1989 as a New York City based hedge fund, we moved our practice to Kansas City in 1999 and transitioned to offering individuals and families access to institutional level financial planning and asset management. Today, we're proud to be a fee-only firm with a fiduciary responsibility to put our clients and their needs first, always. We view every relationship as long-term and are proud to serve multiple generations of families. From Wall Street to Fortune 500 management, from MBAs to CFP® professionals, our team brings a wealth of diverse experience to our firm and our clients.

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General Information

Firm Start Year:   1989
No.of Employees:   5-9
Name of Custodial Firm:   TD Ameritrade
Number of Years with Current Firm:   10
Work Experience:   Ocean View Capital - Hedge Fund Manager Roth Capital Partners - Investment Banking/Institutional Sales Bear Stearns - NYC - Institutional Sales Prudential Securities - Institutional Sales

Firm Information

Firm's Number of Clients:   300
Firm's Number of Planning Clients:   250
Assets Managed by Firm:   300mm
Advisor's Number of Clients:   250
Advisor's Number of Managed Clients:   250
Advisor's Number of Planning Clients:   250
Assets Managed by Advisor:   $300mm

Education

BA  - History   Colgate University  - Hamilton, NY
1994-1998

FAQs

What are your qualifications? What is your education background?

As a firm we have over 50 years combined market experience. Our team includes MBA's and CFP®'s.

How are you compensated? How will I pay for your services?

We are compensated solely based on percent of assets. One fee includes all of our services.

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

No, we execute trading authority. However, for more complex investments we do require client approval.

Do you offer any guaranteed results?

No real manager can guarantee anything.

How much risk should I be willing to take?

Risk depends on your own personality and the returns you need to meet your long term goals.

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Compliance

Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

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