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Beard Investment Services
Beard Investment Services was established in 1990. It functions as a US wealth manager serving multiple client types. The firm offers investment advisory...
Beard Investment Services
Beard Investment Services was established in 1990. It functions as a US wealth manager serving multiple client types. The firm offers investment advisory services focused on financial planning, retirement planning, and portfolio management. It works with individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations. Geographic activity centers on the United States. No information exists on team size, additional offices, or vehicles beyond the core advisory business. No operational events from the last 24 months are recorded. Public records provide no details on sourcing methods, fund structures, or succession arrangements.
General information
Firm type
Wealth Manager
Year founded
1990
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Canfield
Corporate office
Canfield, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Beard Investment Services?
No named principals or CIO are disclosed in available records.
Does Beard Investment Services participate in fund commitments or only direct deals?
Available information covers only advisory services to clients and does not specify fund commitments or direct investments.
Where does the underlying wealth come from?
No wealth origin is disclosed for Beard Investment Services.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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