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Beacon Expands Executive Leadership Roles & Introduces New Investment Portfolio Offering
At Beacon, we are dedicated to delivering innovative investment offerings and ongoing support that free up your time as an advisor to focus on your client relationships. As part of our continued strategic growth to serve these objectives, we are excited to announce expansion developments including executive leadership roles and a new investment portfolio offering.
Beacon proudly appoints Emily Damman as President. This strategic move is accompanied by Chris Cook’s continued service as Chief Investment Officer and Executive Chairman of Beacon Capital Management. With an in-depth understanding of Beacon’s operations and established relationships within its leadership team, Damman brings exceptional value to her new position.
“In working with Emily over the past several years, her steadfast dedication and enthusiasm for all facets of Beacon’s operations have been undeniable,” says Cook. “Adding her insights and collaborative spirit through her new role has been a seamless transition, and I am excited to maintain my focus on heading up the investment team.”
From her previous role as Counsel and Chief Compliance Officer for Beacon, Damman brings extensive knowledge and perspective to enhance future initiatives for advisors. Her distinct abilities to navigate complex challenges with foresight and integrity serve as pillars for her new role as President.
“I am excited to collaborate with Chris in shaping our firm’s vision for continued growth and excellence in our investment offerings and service,” says Damman. “My goal is to provide strategic leadership to ensure our advisors feel fully supported with their evolving business needs while maintaining the high level of service they’ve come to expect. I look forward to furthering my role as a trusted confidant to our valued advisors.”
Introducing New Growth-Oriented Investment Offering: Vantage 3.0 Market Portfolio
In addition to sharing his dedicated focus of CIO, Cook also announces Beacon’s latest investment innovation as of February 1—Vantage 3.0 Market Portfolio. The portfolio introduces a new methodology focused on capitalization-weighted holdings and growth-oriented assets designed to capitalize on market trends and maximize growth potential. Unlike existing Beacon investment models that use equal allocation across 11 sectors, this strategy primarily consists of holdings in the S&P 500 and the NASDAQ 100, strategically positioning investors to benefit from the performance of leading market giants. Like all existing Beacon 3.0 portfolio offerings, individual positions will move independently with mechanical stop-loss and buyback triggers to maximize market upside with downside protection.
By introducing Vantage 3.0 Market Portfolio, Beacon aims to provide advisors with enhanced diversification options for their clients to complement existing strategies. This strategic blend allows investors to adopt a balanced approach, mitigating risk and seizing opportunities across different market cycles.
For more information about the Vantage 3.0 Market Portfolio and other investment solutions and advisor support offered by Beacon, contact your wholesaler todayTune in as Chris Cook, CIO, and Dan Baccarini, CIMA®, Managing Partner, share key talking points and considerations for Beacon’s latest investment offering, Vantage 3.0 Market Portfolio.
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