Beacon Capital Management Named A “Top ETF Power User” By RIA Channel
March 10, 2020
DAYTON, Ohio, March 10, 2020 — Beacon Capital Management (www.BeaconInvesting.com), a registered investment advisory firm that seeks to offer long-term investors innovative portfolio management solutions, has been recognized as one of the 2019 “Top 100 ETF Power Users” by RIA Channel based on total volume of assets managed in ETFs. Ranked at number 18 on the list, Beacon had more than $2.1 billion of its assets held in ETFs as of its Sept. 30, 2019, Edgar filing.
“Exchange traded funds continue to be an effective tool to help us to achieve our equal-sector allocation approach while keeping internal fees to a minimum,” said Chris Cook, founder and CEO of Beacon Capital Management. “In today’s volatile markets, we believe it is essential to have this broad diversification as a first-line of defense against sector bubbles. Additionally, ETFs also often allow us to be nimble with the ability to buy and sell efficiently through mechanical stop-loss triggers as part of our investment philosophy. I believe this dual insulation approach is critical in an aging bull market like we are in now, when everything from the coronavirus to politics can have significant and potentially irreversible impact on a portfolio if it is not adequately protected from catastrophic losses.”
Honorees were identified based on the results of 2019 SEC filings. For additional details on list and the companies recognized, visit https://www.riachannel.com/top-100-etf-power-users-2019/.
Top 100 RIA ETF Power User Ranking Methodology
RIA Database identified and ranked RIA wealth management firms using the most exchange traded funds (ETFs). Wealth managers were defined by the following characteristics: 1) total assets were primarily managed for high net worth and non-high net worth individual clients; 2) each firm provides comprehensive wealth management services; 3) firms may be a family office or may provide family office services; and/or 4) firms may provide financial planning services. Broker/dealers were excluded. Firms must be domiciled in the United States and registered with the SEC as a registered investment adviser (RIA). Wealth managers were then ranked based on ETF usage as reported to the SEC per their 13F quarterly Edgar filings as of September 30, 2019. Total ETF assets were aggregated by RIA Database (www.riadatabase.com). Assets under management are as reported to the SEC as of December 31, 2019.
About Beacon Capital Management
Beacon Capital Management is a next-generation registered investment advisory firm dedicated to fundamentally improving the science of investing for fee-based financial advisors and institutions and the clients they serve. Beacon Capital Management was founded in July 2000 with the goal of providing long-term investors innovative portfolio management solutions that work to capture gains while seeking to limit losses from today’s market volatility. In addition to investment management services, the firm seeks to empower advisors with turnkey marketing, operational and account management support. As of Dec. 31, 2019, Beacon’s assets under management have grown to more than $2.75 billion. For more information about Beacon Capital Management, please visit www.BeaconInvesting.com or call 866.439.9093.
Additional information about Beacon Capital Management is also available on the SEC’s website at www.adviserinfo.sec.gov 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. Beacon Capital Management, Inc. is a registered investment adviser. 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.
Beacon Capital Management, Inc. (“BCM”) has been nominated for [and has won] several awards. BCM did not make any solicitation payments to any of the award sponsors in order to be nominated or to qualify for nomination of the award; however, a nominal application fee may be paid in some cases. It should be noted that the unaffiliated third-party rankings and awards are no guarantee of future success. These awards are not an endorsement of the adviser by any client or entity. Further details about the rankings and awards can be found at each sponsor’s website.