Beacon Capital Management
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Over the past 12 months, we have endured a global pandemic resulting in numerous deaths and hospitalizations, mass layoffs, a sinking economy, and a contentious presidential election. Our lives and lifestyles changed, where working and learning from home became the “new normal,” and in-person communication was replaced by virtual meetings. In short, 2020 was a very memorable year that tested our resolve, patience, and courage.

The year began with news of a SARS-like virus spreading in China. Little did we know the impact this contagion would impart on our health, politics, and economy. Late in January, the very first known case of COVID-19 in the United States involved a Washington state victim who had traveled from the city of Wuhan, China. By February, the growing number of reported cases of the virus prompted travel restrictions, stay-at-home orders, and shutting down of businesses both domestically and around the world. Aside from concern caused by the virus, we were consumed by the impeachment in February of President Trump, who was eventually acquitted by the Senate.

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Beacon 2020 Highlights

Despite the many obstacles we’ve faced together this past year, some things have remained steadfast, including Beacon’s investment philosophy. Our successes have been recognized with several honors, including being named to:

From all of us at Beacon, thank you for your continued trust and belief in us and our approach.

bright ideas
Your Retirement Toolbox Is About to Get Bigger:
Beacon Capital Management Joins Sammons Financial Group

While the new calendar year did not usher in overnight answers to the many global uncertainties born in 2020, the fresh start of 2021 does bring the opportunity to reflect on successes and ambitions for the year ahead.

As we shared in last month’s newsletter, despite the unprecedented challenges and market volatility that continues to come our way, our Vantage portfolios have held up extremely well, doing exactly what they were intended to do—minimize losses, maximize diversification and maintain mechanical execution to keep emotions at bay. Throughout all conditions, our commitment to pursuing consistent returns and delivering an unwavering investment approach remains unscathed.

New Year & New Partnership
With our executive team and investment philosophy continuing to serve as the guiding vision for Beacon, we are excited to kick off the New Year with our announcement of becoming part of Sammons® Financial Group, Inc., a subsidy of Sammons Enterprises, Inc. We are confident this strategic alliance will bring tremendous value to you as an affiliated advisor, your clients and the industry as a whole as we work to explore synergies in the retirement planning market.

Background Highlights:

  • Ranked #75 on the Forbes 2020 Largest Private Companies list
  • A portfolio of market-leading companies throughout financial services
  • Privately owned with member companies that are among the most enduring and stable in the financial services industry

What does this mean for you?
Beacon Capital Management partnered with Sammons Financial Group as its size, resources and enthusiasm for growth will help expedite the rapid expansion and development of an array of tools for you—ranging from new account opening systems, advisor tools, and client portals.

Sammons Financial Group’s eagerness to expand in the retirement marketplace complements our growth objectives as well and allows for our president and CIO, Chris Cook, to more closely focus on you and your clients along with growth initiatives while turning operational responsibilities over to the now-parent organization.

“This combination is a win-win, as both Beacon Capital Management and Sammons Financial Group have similar retirement income philosophies. Combined, our strong product offerings work together to help clients build a comprehensive retirement strategy – from insurance through investment,” said Cook.  “I look forward to focusing on Beacon’s continued growth, while simultaneously investing more time in doing what I love – meeting with advisors and delivering value to clients.”

There will be no changes to:

  • Beacon’s executive leadership—the current president and chief investment officer, Chris Cook, will continue to lead the firm and portfolio strategies
  • Your access to the innovative portfolios that you have come to know and expect from Beacon
  • The terms of your investment advisory agreement—including fees
  • Where your investments are held or client account numbers

For more details, please visit our Advisor FAQ, or contact Beacon HQ anytime we can be of help.

As always, thank you for your continued trust, support and excitement you have shared for this next chapter together. We look forward to the new opportunities this creates for us to be of service to you for years to come.

beacon news

Press Release:
Beacon Capital Management Joins Sammons Financial Group

Advisor FAQs

Be sure to visit Beacon’s News & Press page for the latest credibility pieces to share with your clients and prospects, and follow Beacon on LinkedIn for the latest updates as they happen.


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For Advisor Use Only, Not to Be Used With Clients

The GIPS Compliant Presentations for our Vantage portfolios can be obtained by clicking on the link below.  If you would like the Compliant Presentations to be emailed directly via PDF file or if you would like to receive a copy of Beacon’s Composite Descriptions; please respond to this email or contact Beacon at 937-439-9093.

BCM 2018 Compliant Presentations

Beacon Capital Management, Inc. is a registered investment adviser with the Securities and Exchange Commission. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Past performance is not indicative of future performance.

Additional information about Beacon Capital Management is also available on the SEC’s website at under CRD number 120641. Beacon Capital Management only transacts business in states where it is properly registered, notice filed, or excluded or exempted from registration or notice filing requirements.

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Beacon Capital Management

7777 Washington Village Drive, Suite 280, Dayton, OH 45459

P: 866.439.9093 | F: 937.424.4825