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Beacon Investment Management Inc
       
 
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Beacon Investment Management Inc
 
 
Mission statement: 

The mission of Beacon Capital Management is to provide independent, fee-based financial advisors with diverse options and advanced turnkey solutions to help them enhance their business offerings and more accurately serve their clients’ needs. At Beacon, we enable advisors to spend more of their time and focus more of their energy on working with their clients without the worries of running their day-to-day business operations.
Overview: 

At Beacon Capital Management, we are dedicated to fundamentally improving the science of investing for fee-based financial advisors and the clients they serve.

Beacon Capital Management is a progressive, next-generation registered investment advisory firm that empowers advisors with innovative investment strategies, advanced back office support systems and a superior level of service and technology.

We are unique because we take a fundamental approach to portfolio management and invest based on proven scientific methods, not Wall Street rhetoric. At Beacon, we don’t just tell you to “buy and hope” with your managed investments, nor do we advise you to continue to rebalance a client’s portfolio to some “ideal” 60/40 split. We offer a more scientific approach to investing based on risk tolerance. Our investment management solutions are calculated, and our proprietary risk management strategies are preemptive and tactical. Our enhanced investment philosophies make us an ideal solution for all types of investors and the financial advisors who serve them.


 
 
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