Beplat Asset Management is a Registered Investment Advisory Firm, founded by Raymond A. Beplat, providing portfolio management services to high net worth clients and charitable entities.  We seek to build on the founder’s 40+ years of experience in managing portfolios for a diverse set of clients.

Many of you visiting this website already have, or have had in the past, a professional relationship with Mr. Beplat.  We hope you find the information contained herein, to be consistent with the values of the founder, and operating in accordance with the highest standards of personal and professional integrity.

For those of you visiting our website at the suggestion of a friend or colleague, we hope this material will provide you with a clear understanding of who we are, our previous investment performance, and how we intend to invest for clients going forward.

After you have read the information on this site, you may wish to contact us to discuss your individual situation and our capabilities in investing for you.  We would welcome the opportunity to see if there is a potentially good match between our services and your objectives.