BBB Accredited Business Profile

BetaFrontier

BetaFrontier

BetaFrontier

12 years in business
213 West Institute Place
Suite 409
Chicago, IL 60610
Additional Email Addresses
  • randy@betafrontier.com
BBB File Opened: 08/13/2015
Business Started: 08/30/2005
Business Started Locally: 08/30/2005
Business Incorporated: 09/09/2015 in DE
Type of Entity
Limited Liability Company
Business Management
  • Mr. Randy Kurtz, CIO
Business Category
  • Investment Advisory Service
  • Financial Planning Consultants
  • Investment Securities
  • Mutual Funds
  • Retirement Planning Service
  • Financial Services
  • Investment Management
  • NAICS: Investment Advice

Service Area
We service the following area(s): City of Chicago
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business

A+

Overview

You want financial advice from someone that has your best interests at heart. We are a fiduciary - an independent, objective financial advisor working with you to find the optimal solutions to your financial needs. We are holistic and focus on your entire financial picture: assets, liabilities and planning. We operate as your personal CFO in all financial matters in your life.

We focus on getting to know your needs and goals, and we then customize an investment portfolio with the goal of maximizing your odds of financial success while minimizing your excess risk taken. We focus on creating portfolios that have industry-low expenses, are tax-efficient, have unparalleled diversity and are easy to understand and monitor. But portfolios and investing are just part of the equation... We also act as your "personal CFO," handling mortgage, IRA, social security, and many other financial questions! We find that most people are just guessing with their money, and that in retirement people have more financial questions than at any other time in their lives.

Here are a few of the ways we will earn your trust:

*Credentials & Experience - Our team members have an average of over 25 years of industry experience. Our group includes a Columbia University MBA, a Northwestern University MBA, A Certified Financial Planner, and a member of Mensa.

*Independence & Ethics - BetaFrontier is an independent Registered Investment Advisor (RIA). We have a legal, fiduciary obligation to place our clients' interests ahead of our own.

*Holistic Advice - We take a holistic approach to investment advice, offering comprehensive solutions which address assets, liabilities, risk and return.

*Diversified Asset Allocation - We follow Nobel Prize winning research, emphasizing broad diversification encompassing globally diversified, multi-asset class investing via low cost ETFs, tax-loss harvesting, and regular rebalancing.

*Clear Fee Structure - We are only compensated by you, our clients. Our fees are based on Assets Under Management and are completely transparent. You will always know how much you are paying us, and we pay for all trading commissions.


PROFESSIONAL & REGULATORY CREDENTIALS

MANAGEMENT:

Mr. Randy D. Kurtz, CIO
CRD # 457297

ADVISORS:

Mr. Frederick M. Rose
CRD # 5932726

Ms. Jaramee K. Finn, CPA, CFP*
Iowa CPA License # R04364 (expires 06/30/2016)
Certified Financial Planner: Verified (CFP Board)
CRD # 4591251

Mr. James W. Guthrie
CRD # 4332527

FIRM:

BetaFrontier, LLC
IARD / CRD # 137386
BetaFrontier, LLC is a Registered Investment Advisor (RIA)

(* registered trademark)

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

BetaFrontier

BetaFrontier

BBB ACCREDITATION SINCE 10/01/2015

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