Beacon Core Portfolios are grounded in the Nobel prize-winning Modern Portfolio Theory. This theory showed that successful investing is not just about picking the right securities, but about choosing the right combination of securities as well.

CORE PORTFOLIOS

Beacon is always researching tomorrow's solutions today. We do this through deep working relationships with leading financial advisors such as the professionals at Dimensional Fund Advisors and Barclays.

    • Dimensional Fund Advisors (DFA) has been developing and managing funds for more than twenty-five years. With over $85 billion under management, DFA develops and maintains the strictest value portfolios in markets throughout the world. As a result, investors achieve a more consistent portfolio structure.
    • Barclays is a major global financial services provider engaged in retail and commercial banking, credit cards, investment banking, wealth management and investment management services, with an extensive international presence in Europe, the USA, Africa and Asia.
Beacon Core Portfolios