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Disclosure

Beckett Collective, LLC (“Beckett”) is a registered investment adviser in the State of Arizona, and located in Tucson. Beckett and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those states in which Beckett maintains clients. Beckett may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

Beckett’s website is limited to dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Beckett’s website should not be construed by any consumer and/or prospective client as Beckett’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by Beckett with a prospective client shall be conducted by a representative that is either registered, or qualifies for an exemption or exclusion from registration, in the state where the prospective client resides. A copy of Beckett’s current written disclosure statement discussing Beckett’s business operations, services, and fees is available from Beckett upon written request, or by downloading the most recent ADV Brochure.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Beckett disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Beckett does not warrant that the information will be free from error. Beckett does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by an unaffiliated third party, whether linked to Beckett’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly.

Certain portions of Beckett’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Beckett’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Beckett, or from any other investment professional. Beckett is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.

Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. There can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. There can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance level(s). Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy made reference to directly or indirectly by Beckett in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Beckett’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice form Beckett, or from any other investment professional.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Beckett is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Beckett by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Beckett’s website, to release and hold harmless Beckett, its officers, directors owners, employees, and agents from any and all adverse consequences resulting form any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Beckett.

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Affiliates

Custodians

We like flexibility. We know you have preferences. That’s why we work with several leading financial companies to serve as custodian, safeguarding your assets.

  • Schwab
  • TDAmeritrade
  • Fidelity

Investment Performance Portal

Capitect provides powerful portfolio management and performance reporting with dynamic, up-to-date data and charts. The easy access enables you to stay informed about your investments with views of individual and aggregate portfolios.


Document Storage Vault

NetDocuments stores your important documents in a private vault. No matter where you are, you can access this secure shared space whenever you need.


Financial Planning Portal

RightCapital is your financial plan in action. As the financial control portal, you can check account balances, budgets, loans, goals and more, all in a single glance. It enables you to see how one piece of your financial life affects the rest.



Advisors to Us

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