We understand each client has specific and unique circumstances that impact and drive their goals and objectives. Our priority is to thoroughly understand our client's current situation relative to their immediate needs, as well as their ultimate goals and objectives, and then formulate an appropriate and successful financial strategy that is specific to each client.

Beacon believes in the importance of looking at an individual's overall picture by analyzing potential risk factors such as concentration of assets and tax implications while taking into consideration option/hedging strategies, expense ratios, and fees. 

Clients have the option to choose investment accounts that are either discretionary or non-discretionary.

  • For discretionary accounts, we are designated as managers and adeptly allocate investments that may include equities, fixed income, alternative investments and cash, all sized and customized to the specific needs of each client.

    Our Investment Philosophy:

    We believe that asset allocation is the primary driver of returns and a key tool for managing risk. We recognize that client returns should be assessed net of fees and taxes. Committed to staying at the forefront of the industry, we continuously seek the most effective managers, investment styles, factors, and risk management solutions to implement our strategies.

    Equity allocations are categorized into U.S., International, and Emerging Markets, with additional distinctions based on market capitalization, including Large Cap, Mid Cap, and Small Cap investments. Implementation may involve exchange-traded funds (ETFs), mutual funds, separately managed accounts, or individual stocks, as appropriate.

    Fixed income allocations are typically segmented by asset class, including taxable and tax-exempt securities, investment-grade corporate bonds, treasuries, agencies, high-yield instruments, for both domestic or foreign issuances. Implementation may include ETFs, mutual funds, separately managed accounts, or individual bonds, as suitable.

    For qualified investors, alternative asset allocations may encompass Private Equity, Hedge Funds, Commodities, Real Estate, and Derivatives.

  • For non-discretionary accounts, clients retains sole responsibility of investment decisions while we, at our client’s request, will supervise and execute the respective buy/sell instructions accordingly.

  • As an RIA, Beacon Advisors utilizes three large and internationally known firms for custody, brokerage and clearing services: 

    • Fidelity Investments

    • Charles Schwab Corporation

    • BNY Pershing (a division of Bank of New York Mellon)

    *Beacon Advisors has no affiliation with these firms other than they provide institutional custodial services, trading, brokerage, research and access to investments that are generally available to institutional investors.