We serve high-net-worth individuals, including retirees, successful professionals, executives, and business owners. We view our client relationships as true partnerships, and as financial fiduciaries, we are committed to putting the interests of our clients first, building lasting partnerships based on trust, transparency, and results.
Our Team
Frank began his career in 1978 and has distinguished himself as an authority on investing. Frank has appeared on CNBC, Fox Business News and Bloomberg Television. He has contributed as an author to Forbes Magazine and the Wall Street Journal. He has been an analyst and investment manager since 1997, using his economics and statistical mathematics background to guide his philosophy of Sector Rotation Management.
Frank graduated from the University of Texas in 1977. In his free time, he enjoys following Texas sports, traveling the world, and playing golf.
Melanie has been in the financial services business since 2005 and joined the Beck Capital Management team in 2011. She assists all types of clients with their financial planning and investment needs, guiding her clients to their appropriate portfolio type, as well as providing a financial plan that will keep them on track to meet their goals.
Melanie is also a Certified Divorce Financial Analyst (CDFA) and is highly experienced at helping individuals as they navigate the financial complexities of divorce.
A native of Austin, Melanie loves spending time with her four children, traveling, and being outdoors.
Justin Simmons has been a licensed Investment Advisor since 2007. Prior to entering the investment field, he earned his Bachelor's degree in Business Administration from the University of Texas.
Justin was an All-American pitcher for the Longhorn baseball team and pitched for the LA Dodgers organization for three seasons before returning to Austin to pursue a career in finance.
Always looking to give back to the community, Justin currently volunteers on a regular basis with RBI Austin, where he has also served on the Board of Directors since 2013. Justin lives in Austin with his wife Jennifer and enjoys all forms of physical fitness, teaching youth baseball, and hunting.
Collin Osbahr is a seasoned advisor who specializes in long-term financial planning and asset allocation. With a Bachelor's of Business degree in Finance from Baylor University, Collin brings both technical expertise and a personalized approach to
financial planning.
Collin is committed to providing transparent, trustworthy, and highly personalized financial services. His core goal is to build strong, lasting relationships with clients based on open communication and a shared understanding of their financial objectives.
Collin resides in Austin and enjoys boating, outdoor activities, and travel.
2009
5-9 Employees
1016912
Fidelity Institutional
Texas
Austin, Buda, Cedar Creek, Cedar Park, Del Valle, Driftwood, Dripping Springs, Elgin, Georgetown, Hutto, Kyle, Leander, Manchaca, Manor, Pflugerville, Round Rock, Spicewood, And surrounding areas
Businesses, Individual Investors
Spanish
Financial Advice & Consulting, Financial Planning for Businesses, Financial Planning for Individuals
Disability, Annuity, Health, Life
Hospice Austin
Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Alternative Investments, Bonds
Your Office, Email, Your Home, Our Office, Phone
Fee-Based
$250,000
Based on Assets, Commissions
.75-1.8%
.75%
400
400
$500,000,000
Yes
Do you have a customer satisfaction or refund policy?
Why should I choose you as my financial advisor?
How do you charge for your services?
What services do you provide? What are your specialties?
What financial institution(s) do you represent?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
