Beacon Capital Management – Official Information site of Beacon Capital Management

Downside Defense

Leverage scientifically backed risk-managed strategies to help protect against major losses.
Strategic Timing

Capture potential gains with strategies that effectively calculate market entry and exit points.
Disciplined by Design

Eliminate emotional investing with a methodical, objective approach for long-term success.

Expert Oversight

Our systematic investment strategies help safeguard billions in client investments, delivering reliable strategies that help you scale.
Top-Rated

Our Vantage 2.0 and 3.0 strategies have earned Morningstar’s highest rating, which measures risk-adjusted returns compared to similar funds.
Empowering Success

Financial professionals nationwide trust our strategies to help their clients navigate markets with confidence and clarity.
Industry Validation

Leading financial institutions rely on our strategies, validating our expertise in risk-managed investment strategies.
Seamless Integration

Access our strategies through multiple platforms and custodians, making it easy to incorporate Beacon into your existing practice.

Vantage 2.0 Tactical

This strategy uses a benchmark index for defensive, stop-loss action across the entire portfolio.

Discover the Tactical Approach
Vantage 3.0 Select

This strategy uses trend analysis to reduce exposure to declining allocations while maintaining positions in those showing strength.

Discover the Selective Approach

You can’t build something if you don’t have the right tools. I look at Beacon as being one of the tools necessary to be successful for our clients.

Maria Muth | Financial Advisor & Partner | Mauro Financial
I can explain to my clients how Beacon uses math to determine when to invest and when to pull out of the market.

Lou Tranquilli | Financial Advisor | Tranquilli Financial Advisors
Working with Beacon frees us up to really focus on our client relationships.

Kenny Winter | Partner | Martinez, Winter, & DeLaRosa
Working with Beacon has provided peace of mind to my clients and has given me more time with my clients.

Matt Curfman | CEO & Financial Advisor | Richmond Brothers
Beacon allows me to invest in the market for the next 30 to 40 years and mitigate downside. Not eliminate, but mitigate the downside, which is what we need. This allows us to then concentrate on all the other parts of their life plan.

Mark Mauro | Partner | Financial Advisor Mauro Financial

Experience the
Science of Investing