Financial Investments for the Farmington Valley Area

About BE Investment Management

About BE Investment Management

We are a registered investment advisory firm located in Simsbury, CT.  We provide investment advice to individuals, families and non-profit organizations.

Our Philosophy

Be confident.  Be comfortable.  Be You.  This is our philosophy at BE Investment Management.  We want you to feel confident knowing that your investments are being managed by a professional advisor who places your interests first.  We want you to be comfortable knowing that your investments are being continuously monitored and that you are receiving regular updates on your portfolio.  But most importantly, we want you to be you!  Our focus is to alleviate the stress you feel in trying to achieve your investment goals.  We give you the freedom to focus on the joys of life, allowing you to be you.

Our Goal

Our goal is to create a comfortable financial atmosphere as we help clients reach their immediate and future investment goals.

Brian Elmer

Brian Elmer, Owner

I am a portfolio manager with 27 years experience. I am skilled in managing personal, institutional and endowment accounts.

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Our Investment Services

Stocks

There are thousands of stocks that an investor may purchase. At BE Investment Management we do not use buy lists that force the client into purchasing certain securities. Rather, we take the time to help our clients choose the best stocks that will help them achieve their specific investment goals.
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Bonds

There are thousands of individual bonds an investor may purchase. These range from U.S. Government securities to municipal bonds to corporate bonds. We take the time to understand our clients’ investment needs, time horizon and risk tolerance to choose bonds that are tailored specifically to meet their individual goals.
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Mutual Funds and ETFs

There are times when an investor may not need or want individual stocks or bonds in their portfolio. Therefore, we provide access to hundreds of mutual funds and Exchange-Traded funds which help provide diversity, growth of principal, and enhanced income.
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Other Securities

At times clients may want to further diversify their portfolio beyond stocks, bonds, and mutual funds. Therefore, we offer other securities including preferred stocks, Real Estate Investment Trusts and Master Limited Partnerships to help diversify the portfolio while enhancing the income that the account generates.
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News, tips & more!

Money Blog

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Wealth Inequality

We constantly read in the news about the one-percenters; i.e. those people whose annual salaries place them in the top one percent of all Americans. I...
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US Economy Shows Strong Growth in 1st Quarter of 2019

The US economy grew by 3.1% in the first quarter of this year as measured by the gross domestic product (GDP). This is up significantly from a 2.2% gr...
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Student Debt Worries

Because my daughter is now attending college the issue of student loans has moved to the forefront of my financial planning. I have said for the past ...
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Markets on a Wild Ride (Again!)

Last week the U.S. and China broke off trade talks after President Trump tweeted that China was reneging on parts of the deal that had already been ag...
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  • December 5, 2018

Whipsawed

Whipsawed! That is how I feel after the actions of the stock markets over the past few days. On Monday, December 3rd, the Dow Jones Industrial Average...
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  • November 27, 2018

Seven Key Traits of Buffet’s Greatest Picks

Recently I wrote about the latest changes that Warren Buffet of Berkshire Hathaway was making in his portfolio. I ran across an article today that dis...
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  • November 26, 2018

Warren Buffet’s Latest Investments

With all of the volatility that has been in the market recently I thought I would look at how one of the greatest investors of all time, Warren Buffet...
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  • November 2, 2018

Energy Market

The Energy Information Administration reported on 11-1-2018 that the US has become the world’s largest producer of crude oil. This moves the US ...
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Third Quarter 2018 Investment Performance

The S&P 500 Index rose by 7.2% in the third quarter of 2018, its best performance since 2013. The Dow Jones Industrial Average rose by 9% while t...
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  • October 9, 2018

High Expectations

The third quarter 2018 earnings reports begin in earnest at the end of this week. According to Thomson Reuters, corporations expect their earnings to ...
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Having Trouble?

Let Us Help!

The financial markets are continually changing, often at dizzying speeds. You need someone to manage your investments who has the experience of guiding clients through both up and down markets. At BE Investment Management we firmly believe in investing for the long term. We also recognize that changing markets can provide attractive and profitable shorter term investment opportunities. At BE Investment Management our extensive experience allows us to invest for the long term while taking advantage of short-term investment opportunities. If an unmatched level of personal attention is something you desire, give us a call at (860) 310-6617 and let us help.

Monday to Friday, 8am to 5pm
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