1. Performance Updates


Company Announcements

Beacon Capital Management Joins Sammons Financial Group

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…


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News & Press

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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News & Press

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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Company Announcements

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. “It is a tremendous honor to be included on the CNBC 100 FA list amongst so many esteemed financial firms, especially during a year…


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Company Announcements

Beacon Capital Management Named to Financial Times’ Inaugural List of The Americas’ Fastest Growing Companies

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…


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News & Press

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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News & Press

Beacon Capital Management Named A “Top ETF Power User” By RIA Channel

March 10, 2020

DAYTON, Ohio, March 10, 2020 /PRNewswire/ –Beacon Capital Management, 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.


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Company Announcements

Beacon Capital Management Named A “Top ETF Power User” By RIA Channel

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,”…


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