Institution - Beacon Capital Management

At Beacon, we understand that your organization has both short-term needs and long-term goals for the money entrusted to you. We also understand that decisions made today have a lasting impact on the future value of your assets and the sustainability of your financial goals. Experiencing a decline of an institution’s investable assets during a market downturn can have a significant ripple effect on those who may depend on distributions from those funds today or in the near future. In recent years we’ve seen endowments, pensions and similar negatively impacted from severe market volatility, leaving long-term consequences in many cases.

Beacon works to maximize returns while minimizing losses, with the goal of providing institutional clients a more consistent investment experience. To learn more about how Beacon Capital Management’s investment approach may benefit for your institution, contact us today.

Institutions need more than a money manager; they need a fiduciary partner. A fiduciary, such as Beacon Capital Management, works as part of your team and is committed to the same long-term goals as the organization. Whether you’re in charge of managing the assets for an institution, pension, chartable organization, endowment or similar, we are committed to upholding all fiduciary duties as they relate to the UPMIFA (Uniform Prudent Management of Institutional Funds Act) which include:

Duty of Care
Duty to Minimize Costs
Duty to Investigate

We will work as your investment management partner to strategize, develop, implement and manage an investment strategy designed for your organizational needs. Working directly with your organization, we can consult, report and evaluate your current investment strategy, performance history and long-term outlook, and provide recommendations that work to align your investments with your goals.

Institutional assets often need to extend beyond just one lifetime, and in many cases, need to be available to meet current financial commitments while continuing to grow for long-term liabilities. For these reasons, a more sophisticated investment strategy needs to be implemented that both limits market loss and protects current account value while working to maximize investment returns. Beacon Capital Management maintains these fundamental investment principles, and applies them to the development and management of an investment strategy for our institutional clients. To learn more about how Beacon Capital Management can provide long-term value to your institution, please call 866-439-9093 or request more information here.

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