Beck, Mack & Oliver

Beck, Mack & Oliver was founded in February 1931 by T. Edmund Beck and Lewis Mack. Later that year, R. Grant Oliver joined the partnership. The firm today includes approximately 25 professionals, with seven partners. Since its inception, the firm has remained wholly-owned by its employees. We manage approximately $5.4 billion in assets on behalf of individuals, trusts, tax-exempt institutions and corporations for over 680 client relationships. We also serve as the investment adviser to two BM&O mutual fund strategies. Beck, Mack & Oliver is registered as an Investment Advisor with the Securities and Exchange Commission under the Investment Adviser's Act of 1940. The firm has no direct or indirect affiliation with any broker, commercial bank, investment banking house or other organization giving investment advice or soliciting securities orders. The firm's central objective is to preserve and then grow the purchasing power of client capital within the framework of clients' specific requirements. We invest in the securities of companies we believe have sound, long-term fundamentals and the ability to create shareholder value over time. Our investment decision process is driven by in-depth fundamental analysis. The goal of this independent research is to develop a unique and differentiated perspective. All members of the portfolio management team collaborate in the decision making process. High-quality, fixed-income securities are used to generate income and provide low-correlated returns to stocks in a balanced portfolio.