Managing your wealth is a science —
supporting your goals is our privilege
WHO WE ARE
Beta Asset Management is an investment firm combining fundamental principles, economic analysis, and behavioral finance with data-driven methods to analyze markets and build diversified portfolios.
This approach results in a carefully curated portfolio strategy that offers risk-controlled exposure while remaining both resilient and adaptive.
Quantitative & Data-Driven
We apply fundamental principles, economic rationales, and behavioral finance to analyze markets and identify opportunities. We employ a disciplined, objective, and empirical approach to portfolio construction, ensuring that every investment decision is grounded in a rigorous multi-factor framework, delivering broad diversification and risk-controlled exposure. By leveraging a systematic, quantitative, and data-driven methodology, we navigate complex markets with precision, consistency, and transparency.
Systematic & Disciplined
Our investment process is powered by sophisticated forecasting and optimization frameworks, allowing us to construct portfolios that are both resilient and adaptive. We curate an elite roster of investment talent, bringing together the best managers in the world to execute our dynamic strategies. We provide exclusive access to alternative markets, unlocking unique opportunities in the private markets.
Dynamic & Innovative
Our proprietary technology and analytics deliver cutting-edge insights, while our advanced trading techniques optimize execution and enhance performance. Our wealth management approach is designed to optimize investment strategies with individual goals, time horizons, and liquidity needs — whether the priority is growth, income, capital preservation, or a balanced mix. We assess each client’s risk tolerance, from conservative to aggressive, ensuring that portfolios are designed to reflect their preferences.
Your CIO:
Outsourced Chief Investment Officer
Building optimal portfolios
Generating unique opportunities
Upholding the highest standards of trust
INVESTMENT PROCESS
Our process is anchored in fundamentals, quantitative analysis, forecasting, diversification, risk controls, and the exploitation of market inefficiencies. By predicting markets and dynamically rebalancing portfolios based on market conditions, extreme movements, and tactical shifts, we ensure adaptability in an evolving investment landscape.
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 member 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
CEO, Senior Wealth Manager
jodi@betawealthgroup.com
Jodi Vleck, CFP® is the CEO and Founder of Beta Wealth Group. With more than 20 years of experience in wealth planning and portfolio construction, Jodi has worked with individuals, family offices and institutions around the country, constructing and executing portfolio strategies that meet the needs of each investor’s goals. Jodi’s responsibilities include portfolio construction, investment strategy, business development and client relationships, among others.
Jodi developed the firm’s premier portfolio overlay strategy — the Beta Enhanced Income Strategy — which has since grown to more than $40 million in assets. She has been included in San Diego Magazine’s Five Star Award Winners list for the years of 2011, 2012, 2013, 2014, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, and 2024. Jodi has also been included on the lists of 2021 Forbes’ Best-In-State Wealth Advisor, 2020 Forbes’ Top Women Wealth Advisors, and 2017 & 2020 Top Wealth Advisor Mom by Working Mother Magazine. She frequently serves as a valuable resource for the financial media, as well as a speaker and a number of industry conferences, including the Charles Schwab Impact Conference and the Markets Group Private Wealth Forum.
Senior Portfolio Manager
david@betawealthgroup.com
David Purdy is a Senior Portfolio Manager at Beta Wealth Group with over 20 years of experience in quantitative asset management and hedge fund strategies. He oversees all investment models, portfolio rebalances, trading operations, and option strategies while assisting clients in optimizing their wealth strategies. With his distinctive combination of quantitative expertise, institutional investment experience, and innovative approach to integrating artificial intelligence into investment processes, David provides our clients with sophisticated investment strategies designed to achieve their long-term financial objectives in an ever-changing market environment. His relationships with key decision-makers at some of the world's largest institutional investors and private capital firms provide valuable insights that inform his strategic thinking and investment approach.
Prior to his current role, David worked at Acadian Asset Management, where he rose to become a Partner and Senior Portfolio Manager, and at Grantham, Mayo, Van Otterloo & Co. (GMO), where he developed proprietary performance and attribution systems as a Senior Investment Analyst. He has authored numerous white papers on investment themes and has been quoted in leading financial publications including The Wall Street Journal and Reuters. He holds an MBA and a Master of Science in Finance from Northeastern University, and an Economics degree from Wheaton College.