Jodi Vleck, CFP® is the CEO and Founder of Beta Asset Management. With more than 20 years of experience in portfolio construction, Jodi takes pride in constructing and executing portfolio strategies that meet the needs of each investor. Jodi’s responsibilities include portfolio construction, investment strategy, business development, and client relationships. In 2009, Jodi developed the firm’s premier portfolio overlay strategy—the Beta Enhanced Income Strategy. Initially available to only a handful of high net worth clients, the sophisticated Put Write strategy generates desirable income while maintaining and protecting principal. In 2019, Beta Asset Management, the institutional arm to Be