Beacon Capital Management Named to Wealth Management Magazine’s Ten Fastest Growing RIA Firms
September 19, 2017
Beacon Capital Management, a registered investment advisory firm that seeks to offer long-term investors innovative portfolio management solutions, has been named to Wealth Management Magazine’s 2017 Ten Fastest Growing RIA firms. The 10 U.S.-based RIAs on this list have seen the most acceleration, growing their assets under management at record rates over the last 6 1/2 years, according to Discovery Data. AUM growth is measured from December 2010 to June 2017 and Beacon’s was measured at an astounding 837 percent. Complete results of this list can be found at https://www.wealthmanagement.com/advisor-channels/ten-fast-growing-ria-firms.
“This is truly an honor,” said Chris Cook, founder and president of Beacon Capital Management. “I see this tremendous growth as a direct reflection of the overwhelming demand from investors today seeking more consistent returns in today’s economy.” Each of Beacon’s portfolio models offer risk management solutions designed to stop losses before they become they can be destructive for mid to long-term investors. “We believe our investment philosophy and next-generation investment approach is paying off. This is just the beginning as our staff at Beacon and dedicated advisors are continuing to promote our core principals of maximizing diversification, minimizing losses and maintaining discipline.”
Beacon Capital Management has been recognized as one of the most innovative investment advisory firms in the industry by Wealth & Finance International, and honored by Financial Times as a Top Registered Investment Advisor of 2016. Additionally, the company was named as one of the Top 100 RIA Firms of 2016 by RIA Channel and to Inc. Magazine’s 5000 List of America’s Fastest-Growing Private Companies. *
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 June 2017, Beacon’s assets under management have grown to more than $2.5 billion. For more information about Beacon Capital Management, please visit www.BeaconInvesting.com or call 866.439.9093.
* 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 sponsors website located at: https://www.inc.com/inc5000/list/2017.
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.