Beacon Capital Management offered as a Featured Strategist on Cetera Financial Group®’s New My Advice ArchitectTM Platform
July 25, 2017
My Advice ArchitectTM creates a comprehensive wealth management platform to help advisors deliver personalized investment advice
Beacon Capital Management (www.BeaconInvesting.com), a registered investment advisory firm that seeks to offer long-term investors innovative portfolio management solutions, is excited to announce their participation as a featured strategist on Cetera Financial Group’s new wealth management platform, My Advice ArchitectTM. Beacon Capital Management’s Vantage 2.0 portfolios are designed to help investors capture gains while also seeking to limit losses before they become destructive through the use of mechanical stop-loss protections.
“We believe Cetera is giving advisors the ability to seamlessly match their clients’ individual needs with appropriate investment solutions, and we are thrilled that one of those options is Beacon Capital Management’s Vantage 2.0 portfolios,” said Chris Cook, founder and CEO of Beacon Capital Management. “For those who share our belief that risk is not the only way to see a return, this platform will provide advisors and their clients the chance to match their investment needs with our investment philosophy.”
The three pillars of Beacon’s investment philosophy include:
Effective risk management begins with strong diversification. No one knows which way the market will go, and overexposure or underexposure to any market sector can dramatically impact the overall performance of a portfolio. We invest equally over the market sectors to help protect from this risk.
Effective risk management attempts to stop investment losses before they become destructive. For this reason, we have a stop-loss strategy in place. If our proprietary benchmark model drops a predetermined amount, the stop-loss triggers and automatically sell equities within the portfolio.
Effective risk management requires consistency. Through our mechanical investment management approach, we maintain our discipline and react to changing markets only when our predetermined rules dictate. By setting defined investment parameters and letting the markets go to work, we believe we can help eliminate human emotion from the investment equation.
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 empowers advisors with turnkey marketing, operational and account management support. As of 2017, Beacon’s assets under management have grown to more than $2 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.