Here Are the Finalists for the 2nd Annual RIA Intel Awards
March 2023
The list includes some of wealth management’s most exciting, innovative, and influential companies and individuals.
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News & Press
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5 Ways RIAs Are Using ETFS in Client Portfolios
September 2023
“ETFs allow us to be nimble with the ability to buy and sell efficiently through mechanical stop-loss triggers as part of our investment philosophy,” said Chris Cook, founder and CEO of Beacon Capital Management.
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Consolidation Crunch Hits Rate Reality
August 2023
Beacon Capital Management named to Financial Advisor Magazine’s 2023 RIA Ranking
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US ETF Launches from 13th to 20th April, 2023
April 21, 2023
Beacon Capital Management launched two complementary solutions, Beacon Tactical Risk ETF and Beacon Selective Risk. The Beacon Tactical Risk ETF uses an equal sector allocation across 11 sectors as a first line of defense and a mechanical stop-loss as a secondary defense to limit losses before they become too catastrophic. When the stop-loss is triggered, equity positions are sold, and portfolio assets are repositioned into fixed income. Conversely, Beacon Selective Risk operates with targeted loss-reduction protections at the sector level and has been designed as a supplement to Beacon Tactical Risk ETF, helping capture gains in sideways market conditions.
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Beacon Capital Management Launches Tactical and Selective Risk ETFs
April 20, 2023
Beacon Capital Management has launched two complementary exchange traded funds on the New York Stock Exchange Arca: the Beacon Tactical Risk (NYSE Arca: BTR) and the Beacon Selective Risk (NYSE Arca: BSR). BTR uses an equal sector allocation across 11 sectors as a first line of defense and a mechanical stop-loss as a secondary defense to limit losses before they become too catastrophic. When the stop-loss is triggered, equity positions are sold and portfolio assets are repositioned into fixed income. BTR has been designed to deliver on its core objective in both bear and bull market conditions.
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Beacon Capital Offers Advisors Service for the Elite
November 5, 2020
Advisors interested in devoting their attention on clients’ needs and concerns, while helping select the right asset managers and products, can benefit by using Turnkey Asset Management Programs or TAMPs. Finding listings of the best TAMP providers may be difficult unless you reach out to trusted sources. With $2.8B under management, Beacon Capital Management isn’t the size of an Envestnet, SEI, or AssetMark yet, but its system elegantly builds portfolios to fit concrete client demands and advisory needs with exceptional advisor and client support.
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Beacon Capital Management Named One of CNBC’s Top-Rated Financial Advisory Firms of 2020
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.
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RIAs In The Time Of Pandemic
August 2020
Beacon Capital Management named to Financial Advisor Magazine’s 2020 RIA Ranking
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To Boost Their Service, Advisors Take Small Steps With Big Results
April 3, 2020
“The No. 1 reason that clients fire their advisors is when advisors don’t reply within two to four hours to calls or emails,” said Dan Baccarini, managing director at Beacon Capital Management in Dayton, Ohio. “Once you go over four hours, about one-third of clients won’t be happy with you.”
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After the Dow’s best 3-day streak since the 1930s, here’s what experts think the stock market will do next
March 30, 2020
Chris Cook, president of the financial firm Beacon Capital Management in Dayton, Ohio, says that investors were feeling particularly good about the government taking steps to shore up economic stability. Specifically, Cook is referring to the $2 trillion stimulus package — the largest such piece of legislation in American history — that President Trump signed late Friday. “It’s absolutely enormous,” Cook says. That President Donald Trump’s signaling that the economy could effectively “reopen” in a matter of weeks, not months, has investors feeling good, he adds. Self-isolation is unlikely to end soon, however, experts say. Indeed, over the weekend Trump announced that…
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