Growing Together: Welcoming Astor Investment Management to the Beacon Family

There’s something truly special about moments that define growth. Not just in business metrics or assets under management, but in the meaningful connections we build and the shared vision we create together. Last month, we were thrilled to announce that Astor Investment Management is joining the Beacon Capital Management family, and I couldn’t be more excited about what this acquisition represents.

When I think about what makes Beacon special, it’s never just been about the numbers. Yes, we’re proud of our assets under management and the 25,000+ client accounts we serve. But what really drives us are the relationships we build with our advisors, team members, and now our new colleagues from Astor.

Shared Values, Shared Vision

This acquisition represents the perfect alignment of our expanded investment capabilities with our foundational commitment to putting advisors first. When I first met with Bryan Novak, Astor’s CEO, and Jan Eckstein, their Chief Investment Officer, in Chicago this past April, I was struck by how naturally our philosophies aligned. During our conversation about the importance of objective investment decisions, it became clear we shared the same principled approach that defines our investment philosophy.

Jan brings extensive investment experience but manages to be accessible and relatable even on the most complicated topics. Bryan has deep knowledge of all aspects of Astor and is genuine in every interaction. He clearly takes the responsibility of client and advisor trust seriously, approaching every decision with thoughtfulness. Getting to know them and seeing our shared values and vision made me even more confident in our alignment.

Like us, they believe that data-driven strategies shouldn’t be complicated to understand or difficult to explain. They’re passionate about creating investment solutions that give advisors confidence and help clients sleep better at night.

Jan will be joining our team as Assistant Vice President of Portfolio Design, where she’ll be building new models, conducting in-depth research on how models can work together via unified approaches, providing additional advisor and firm support, and working on strategic initiatives like building out the most critical models our advisors need. Both she and Bryan will sit on our Investment Committee, which is responsible for overseeing our strategic direction, evaluating new opportunities, and ensuring our investment methodologies remain aligned with our disciplined, data-driven approach. Having their expertise and fresh perspectives at this critical decision-making level will strengthen our ability to serve advisors with even more sophisticated, diversified solutions.

What This Means for Our Advisors

Expanding our capabilities brings us closer to our vision of creating a more robust investment lineup—one that features a full suite of risk-aware strategies designed to meet the evolving needs of advisors and their clients. Our advisors will now have access to Astor’s macroeconomic, trend-based risk methodology, which complements our existing systematic approaches. This creates new layers of diversification that can help provide smoother client experiences across different market environments when the models are used together.

For Astor’s advisors, this also means gaining access to all the resources that define our advisor-centric approach: enhanced marketing support, comprehensive practice management tools, and the kind of partnership that goes beyond investment management.

Growing with Purpose

As I reflect on this milestone, I’m thrilled we found strategies and team members that align so well with the foundational principles that have guided Beacon from the beginning, strengthening our ability to serve any client who values risk management.

Our commitment to being a trusted partner has always meant functioning as an extension of our advisors’ teams. Through comprehensive support, from practice management and investment operations to market insights and turnkey resources, we’ve built our reputation on principled transparency and systematic integrity. Every methodology, every result, and every process has been designed with complete clarity so advisors can confidently explain investment decisions to their clients.

What I love most about this acquisition is how perfectly it fits with what we’ve always believed at Beacon—offering advisors different ways to manage risk and giving them the flexibility to match the right approach with each client’s needs and goals. Now, by adding Astor’s expertise in reading economic trends to our existing strategies, we’re able to offer even better protection through our combined approach.

Rather than changing who we are, we’re becoming a stronger, more comprehensive version of ourselves—one that’s better equipped to simplify growth for financial advisors while empowering them to focus on what matters most: building lasting client relationships and delivering meaningful outcomes.

Looking Ahead

We’re entering an exciting chapter in Beacon’s story. But like all meaningful growth, it’s not just about the destination—it’s about the journey we’re taking together and the people who make it possible.

We’re now closer to our vision of continuing to build a comprehensive risk-aware investment platform. At the heart of this evolution is our unified approach, a strategic combination of different risk response methodologies that work together to create more sophisticated diversification. The integration will blend Astor’s models with our existing strategies and future innovations to build a full suite that gives advisors meaningful choices while maintaining the scalability and trust they need to grow their practices.

Our goal is ambitious yet clear: to have an offering for any client who values risk management. Whether an advisor needs a single focused strategy or wants to combine multiple approaches through our unified framework, we’re building a complete ecosystem where they can confidently serve diverse investor needs without compromising on quality or consistency.

As we continue building toward this comprehensive approach, I’m genuinely thrilled to be working alongside both our longtime team members and our new colleagues from Astor. When you find people who share your vision and values, you realize how much more you can accomplish together.

Ready to learn more about how our expanded capabilities can support your practice? We’d love to connect and show you what this acquisition means for your success. Contact us today!