Beta Management Consulting

Overview

Beta Management Consulting operates as a small, sole‑proprietorship advisory practice focused on portfolio management for individuals and small businesses. The firm’s business model is advisory and largely non‑discretionary—clients retain trading authority while the advisor provides ongoing recommendations and planning support. Fee arrangements include a percentage of assets under management and hourly charges, reflecting a mix of relationship and project billing. Investment activity centers on liquid, publicly traded instruments. Exchange‑traded equities are the firm’s primary allocation vehicle, supported by mutual fund investments and annuity solutions where clients need guaranteed income or longevity planning. Beta Management Consulting does not position itself as a capital allocator to third‑party alternative fund managers, and it reports no active ESG investing program. Its client base is individuals and families; the firm does not operate as a multi‑state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices