News & Press

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.

News & Press

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…

News & Press

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  

News & Press

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…

News & Press

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…

News & Press

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…

News & Press

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…

News & Press

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.

News & Press

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.

News & Press

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…