Becky Bone

Rpa Relationship Manager at Plancorp LLC

Becky Bone

Becky Bone

Rpa Relationship Manager at Plancorp LLC

Biography

Drawing on her years of experience in client service roles, Becky came to Plancorp in 2013 to engage and educate clients in our Retirement Plan Advisors division. Patient and friendly, Becky is committed to giving employees the education they need to make empowered decisions about their retirement.

Becky received her BS in Business Administration from the University of Missouri-St. Louis. Prior to joining Plancorp, she held Client Service Specialist and Senior Associate roles at UMB Financial Services, Inc. and UMB Private Wealth Management. Here, she works closely with plan administrators, keeping them apprised of regulatory changes and managing employee communication.

An avid Blues hockey fan, Becky never misses a game. In her free time, she also enjoys gardening and spending time with her family.

Overview
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Relationships
RelSci Relationships are individuals Becky Bone likely has professional access to. A relationship does not necessarily indicate a personal connection.

Founder, Chairman & Co-Chief Investment Officer at Plancorp LLC

Relationship likelihood: Strong

Chief Financial Officer at Plancorp LLC

Relationship likelihood: Strong

President & Chief Executive Officer at Plancorp LLC

Relationship likelihood: Strong

Wealth Manager at Plancorp LLC

Relationship likelihood: Strong

Chief Planning Officer at Plancorp LLC

Relationship likelihood: Average

Director of Operations & Compliance at Plancorp LLC

Relationship likelihood: Average

Vice Chairman at Plancorp LLC

Relationship likelihood: Average

Director of Exit Strategy Advisors at Plancorp LLC

Relationship likelihood: Average

Vice President, Wealth Manager at Plancorp LLC

Relationship likelihood: Average

Vice President at Plancorp LLC

Relationship likelihood: Average

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Becky Bone
Rpa Relationship Manager at Plancorp LLC
Career History
Rpa Relationship Manager
Current

Plancorp's investment philosophy is based on Modern Portfolio Theory, that is, it seeks to reduce risk in a portfolio through systematic diversification across asset classes and within those particular asset classes for both equities and bonds. Plancorp adheres to the passive asset management style of investing and, thus, recommends no-load passively managed mutual funds.For investment management clients, Plancorp develops customized portfolios based on a long-term asset allocation strategy that is consistent with the client's investment objective and risk tolerance. The firm typically uses academic-based research in analyzing passively managed mutual funds that they recommend to clients. Plancorp typically recommends that clients invest in a diversified mix of no-load, passively managed, mutual funds advised by Dimensional Fund Advisors or the Vanguard Group. These mutual funds have low operating expenses, low portfolio turnover, below average capital gains distributions and a fundamental investment objective of investing primarily in a particular asset class. At times, Plancorp may recommend ETFs for client portfolios to maintain market exposure while rebalancing the portfolio, and in limited circumstances to meet specific client needs. In this regard, they may also recommend bonds or other types of securities.The mutual funds recommended by Plancorp invest primarily in some or all of the following types of securities: US stocks of any market capitalization (small-, mid- and large-cap companies); foreign stocks, including emerging markets; fixed income securities; US Government and Government Agency Securities; REITs (foreign and domestic); ETFs; corporate debt securities and CDs; and municipal securities.^

Other Affiliations

Becky Bone is affiliated with Plancorp LLC

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