Managing your assets is a science.
Supporting your goals is our privilege.
858-207-3377 | info@betaassetmanagement.com
About
Beta Asset Management “BAM” is a local San Diego leader in the investment management space, offering customized solutions to help institutional investors meet their goals.
BAM utilizes the experience of its industry-leading portfolio managers and operational team to design investment portfolios, manage day to day operations, and report on results for institutions.
BAM always serves in a fiduciary capacity, putting the interests of the organization first. BAM is proud to be actively involved in the community by hosting local networking events and promoting charitable giving. Our woman-owned and managed firm also has a track record of excellence and is viewed as a thought leader within the ESG space.
OCIO:
Outsourced Chief Investment Officer
Building optimal portfolios
Implementing institutional best practices
Always acting as a fiduciary
Image: Paul Body
As your outsourced Chief Investment Officer, we assist in drafting investment policy statements, designing long term asset allocation policies, and presenting portfolio recommendations.
We also complete ongoing due diligence on behalf of institutions in selecting investment managers and service providers, including custodians.
We keep you informed with customized performance reporting, including a client website login.
Beta Enhanced Income Strategy™
Seeks Consistent Income Generation
Controls Downside Risk
Lowers Correlation to Other Asset Classes
The Beta Enhanced Income Strategy™ focuses on a research-driven qualitative investment approach. Constituents pass a rigorous investment process before being analyzed for options premium.
Options are cash secured and the strategy is tailored for your risk objectives. Beta Asset Management™ has one of the longest track records managing options overlay strategies for institutions, dating back to 2009.
The potential benefits of options overlay strategies are increasing income, reducing risk, and a low correlation to other asset classes.
Meet the Team
Jodi Vleck, CFP® is the CEO and Founder of Beta Asset Management. With more than 20 years of experience in portfolio construction, Jodi takes pride in constructing and executing portfolio strategies that meet the needs of each investor. Jodi’s responsibilities include portfolio construction, investment strategy, business development, and client relationships.
In 2009, Jodi developed the firm’s premier portfolio overlay strategy—the Beta Enhanced Income Strategy. Initially available to only a handful of high net worth clients, the sophisticated Put Write strategy generates desirable income while maintaining and protecting principal.
In 2019, Beta Asset Management, the institutional arm to Beta Wealth Group, was formed in an effort to meet the demand and needs of institutional investors seeking access to third-party income-generating overlay strategies, with proven track-records, for their own managed portfolios. Beta Asset Management is also proud to serve local institutions in providing an all-encompassing Outsourced CIO model, bringing high-quality institutional caliber investment acumen to the local community.
Jodi Vleck, CFP®
Senior Portfolio Manager
Romy M. Brown is chief operations and compliance officer of Beta Asset Management. In this leadership role, she helps manage operations, oversee regulatory measures and compliance, and supports the company’s future growth plans.
Romy has over 20 years of experience in the financial industry, specializing in operations, finance, compliance, and technology. Her solid background in running and providing executive-level makes Romy an asset to the firm.
Romy M. Brown, MBA
Chief Operations Officer
Contact
11421 W Bernardo Ct
San Diego, CA 92127
Phone
(858) 207 3377
Email
info@betaassetmanagement.com