It’s Time to Make a Name for Ourselves

This month marks a significant evolution for Beacon. The macroeconomic risk responsive strategy we acquired from Astor Investment Management is now accessible on our investment platform. But meaningful growth means more than expanding our investment lineup—it’s about continuously strengthening our partnership with you and ensuring you have the resources to serve your clients with confidence.

Our latest enhancement, introducing a refined naming framework alongside our new Unified portfolio series, represents our commitment to making sophisticated risk management both accessible and scalable for your practice.

New Language, Same Disciplined Approach

Starting now, we are retiring the “Vantage” name and introducing a new nomenclature for our product lineup.

First, let me reassure you: changing our naming system isn’t about altering the investment models and portfolios you trust. It’s about making them easier to communicate, helping you have more productive conversations with clients.

We’ve created a simpler framework that eliminates jargon and highlights the value at the heart of each approach:

• Beacon Signal^TM (formerly Vantage 2.0) – Market-level risk response
• Beacon Precision^TM (formerly Vantage 3.0) – Security-level risk response
• Beacon Outlook^TM (formerly Astor’s strategy) – Macroeconomic risk response
• Beacon Unified^TM – Strategic blend of models within the above three risk response strategies

Clarity Through Purpose-Driven Names

We chose these names because they reflect exactly how each strategy operates. Precision, for instance, captures how each holding moves decisively and precisely based on our proprietary signals—staying invested where strength persists while pivoting defensively where weakness emerges. Signal reflects the clear, systematic market-level triggers that drive portfolio-wide defensive shifts. Outlook emphasizes our forward-looking approach to macroeconomic conditions.

At Beacon, we’ve always believed that confidence is built on clarity. That’s why our refreshed naming framework highlights what matters most: how each approach responds to risk and opportunity. Signal, Precision, Outlook, and Unified each bring a unique approach to handling uncertainty. All we have done is to express those distinctions more sharply.

Building a Complete Investment Platform

What makes this evolution particularly meaningful is our introduction of Beacon Unified—strategic combinations that integrate multiple risk response methodologies within single portfolios. These portfolios provide investors access to multiple risk response strategies through a single investment, representing a significant advancement in our lead portfolio capabilities.

Beacon Unified allows investors to participate in multiple strategies simultaneously, offering a choice of Foundation, which takes a balanced approach, or the moderately aggressive Catalyst portfolio. Watch for other portfolios to be introduced later this year. If you need an even more targeted and bespoke solution, we are happy to work with you to tailor a custom blend of strategies for your investor profile.

This isn’t just about convenience—it’s about creating smoother client experiences through multi-dimensional risk management that responds to price movements, individual security trends, and broader economic shifts all within a single portfolio.

Strengthening Your Advisory Practice

We’ve taken all these steps not only to make our strategies easier to explain, but also to offer you a wider set of opportunities to serve your clients. With our broader and better-organized platform, you gain:

• A full set of complementary risk-response strategies. Signal, Precision, Outlook, and Unified each specialize in a different dimension of risk: market-level, security-level, macroeconomic, or blended. With a suite of distinct yet harmonious tools, you can offer each client a tailored solution that flexes with changing markets.
• Expanded practice management resources to support your growth. We continue to build out our advisor resources, offering marketing support, operational guidance, compliance materials, and scalable workflows—so you can focus on relationships instead of processes.
• Clear, narrative-driven investment materials. We’re developing enhanced materials to mirror the simplicity of our naming framework. The goal is to help you translate strategy into story and explain risk-responsive investing clearly and confidently.
• Access to Beacon’s deep research and market insights. We provide perspectives on managing risk, share signals that may indicate important shifts, and help keep you informed and ready for client conversations.

Life at Beacon: Built for Advisors

For us, life at Beacon means keeping advisors at the center of every decision. This naming evolution reflects that commitment. It helps you explain the rationale behind each approach, while reinforcing the disciplined, risk-aware philosophy that has always defined our work.

More importantly, it offers you a platform that adapts to your clients’ needs. Whether you’re focused on growth, income, or risk mitigation, this enhanced suite of investment solutions gives you the flexibility to build portfolios with purpose.

Ready to learn more about how our investment platform and advisor resources can support your practice? Contact us today!