Company Announcements

August 17, 2023

As the Demand for Innovative Investment Solutions Rises, The Dayton-based RIA has Experienced Remarkable Growth DAYTON, Ohio, Aug. 16, 2023 /PRNewswire/ — Beacon Capital Management, Inc. (www.BeaconInvesting.com), a registered investment adviser (RIA) that seeks to offer long-term investors innovative portfolio solutions, is proud to announce it has been recognized in Financial Advisor Magazine’s 2023 RIA Survey & Ranking. This ranking celebrates top-level RIA firms when it comes to offering comprehensive planning and financial service that help their clients navigate their complex financial lives. Between January of 2022 (the approximate start of the most recent market downturn) and June 30, 2023, Beacon Capital Management has experienced a…

Company Announcements

April 14, 2023

The fund is designed to deliver in today’s volatile market conditions, working to capture gains while limiting losses through a mechanical stop-loss measure April 14, 2023 – Dayton, Ohio – Beacon Capital Management (www.BeaconInvesting.com), a registered investment adviser (RIA) firm that seeks to offer long-term investors innovative portfolio management solutions, announces the launch of its new exchange-traded fund (ETF), Beacon Tactical Risk (BTR), trading on the New York Stock Exchange Arca. With the launch of this ETF, Beacon Capital Management makes its popular investment philosophy accessible to a broad market of investors, working to capture gains while limiting losses in…

Company Announcements

April 03, 2023

Here Are the Finalists for the 2nd Annual RIA Intel Awards The list includes some of wealth management’s most exciting, innovative, and influential companies and individuals. Click here for the list of finalists  

Company Announcements

October 10, 2022

Dayton-Based RIA Earns a Spot on Prestigious List for Third Year in a Row  October 10, 2022 – Dayton, Ohio – Beacon Capital Management (www.BeaconInvesting.com), a registered investment advisory (RIA) firm that seeks to offer long-term investors innovative portfolio management solutions, has been named to the 2022 CNBC FA 100 list. The ranking celebrates advisory firms that top the list when it comes to offering comprehensive planning and financial services that help clients navigate through their complex financial lives. “Earning a spot on this highly regarded list for the third year in a row is a great honor,” said Chris…

Company Announcements

December 16, 2021

December 16, 2021 – Dayton, Ohio – Beacon Capital Management (www.BeaconInvesting.com), a registered investment advisory firm that seeks to offer long-term investors innovative portfolio management solutions, has expanded its distributions through three new platforms, with its portfolio offerings now available on SmartX, Orion Portfolio Solutions and for SSG Capital Advisors. “With solutions designed to deliver consistent returns in today’s volatile market conditions, interest in Beacon’s portfolio offerings remains high,” said Chris Cook, President and Chief Investment Officer of Beacon Capital Management. “We are thrilled to expand our distribution, allowing greater access to our portfolio offerings. From our investment and retirement…

Company Announcements

October 7, 2021

Beacon Capital Management (www.BeaconInvesting.com), a registered investment advisory firm that seeks to offer long-term investors innovative portfolio management solutions, has been named to the third annual CNBC FA 100 list. The RIA is ranked no. 11 on the list, up 13 spots from last year’s 24th place ranking. The ranking celebrates advisory firms that top the list when it comes to offering comprehensive planning and financial service that help clients navigate through their complex financial lives. “I consider it a great honor to be included on the CNBC FA 100 list for the second year in a row,” said Chris…

Company Announcements

January 25, 2021

Dayton, Ohio – January 25, 2021 – Beacon Capital Management announces its acquisition by Sammons Financial Group, a diversified financial services organization with a long history of leadership in the retirement marketplace. Beacon president and chief investment officer, Chris Cook, will continue to lead the firm through its growth initiatives while turning operational responsibilities over to the now-parent organization. This move allows for Cook to enhance focus on advisors and their clients, along with expanding support capabilities to allow for advisors to more efficiently, effectively and broadly serve their clients. Beacon Capital Management, a next-generation registered investment adviser (RIA) firm and turnkey asset…

Company Announcements

October 7, 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 named to the second annual CNBC FA 100 list that ranks the top-rated financial advisory firms of 2020. The RIA is ranked no. 24 on the list. The ranking celebrates advisory firms that top the list when it comes to offering comprehensive planning and financial service that help clients navigate through their complex financial lives. “It is a tremendous honor to be included on the CNBC 100 FA list amongst so many esteemed financial firms, especially during a year…

Company Announcements

May 12, 2020

Beacon Capital Management, a registered investment advisory firm that seeks to offer long-term investors innovative portfolio management solutions, has been named to the Financial Times’ inaugural list of The Americas’ Fastest Growing Companies. The ranking was developed to showcase the top 500 companies in North and South America that have achieved the highest compounded annual growth rate in revenues between 2015 and 2018. Beacon was selected among 8,000 potential candidates across 20 American countries that were contacted to submit their financial information for consideration and was recognized for achieving an absolute growth rate of 77.3 percent. Click here to view…

Company Announcements

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,”…