Here Are the Finalists for the 2nd Annual RIA Intel Awards
March 2023
The list includes some of wealth management’s most exciting, innovative, and influential companies and individuals.
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News & Press
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5 Ways RIAs Are Using ETFS in Client Portfolios
September 2023
“ETFs allow us to be nimble with the ability to buy and sell efficiently through mechanical stop-loss triggers as part of our investment philosophy,” said Chris Cook, founder and CEO of Beacon Capital Management.
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Beacon Capital Management Recognized by Financial Advisor Magazine in 2023 RIA Ranking
August 17, 2023
As the Demand for Innovative Investment Solutions Rises, The Dayton-based RIA has Experienced Remarkable Growth DAYTON, Ohio, Aug. 16, 2023 /PRNewswire/ — Beacon Capital Management, Inc. (www.BeaconInvesting.com), a registered investment adviser (RIA) that seeks to offer long-term investors innovative portfolio solutions, is proud to announce it has been recognized in Financial Advisor Magazine’s 2023 RIA Survey & Ranking. This ranking celebrates top-level RIA firms when it comes to offering comprehensive planning and financial service that help their clients navigate their complex financial lives. Between January of 2022 (the approximate start of the most recent market downturn) and June 30, 2023, Beacon Capital Management has experienced a…
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Consolidation Crunch Hits Rate Reality
August 2023
Beacon Capital Management named to Financial Advisor Magazine’s 2023 RIA Ranking
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US ETF Launches from 13th to 20th April, 2023
April 21, 2023
Beacon Capital Management launched two complementary solutions, Beacon Tactical Risk ETF and Beacon Selective Risk. The Beacon Tactical Risk ETF 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. Conversely, Beacon Selective Risk operates with targeted loss-reduction protections at the sector level and has been designed as a supplement to Beacon Tactical Risk ETF, helping capture gains in sideways market conditions.
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Beacon Capital Management Launches Tactical and Selective Risk ETFs
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.
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Beacon Capital Management Launches Beacon Tactical Risk (BTR) ETF Based on its Flagship Portfolio
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…
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Beacon Capital Management Named One of the Finalists for the 2nd Annual RIA Intel Awards
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
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Beacon Capital Management Named to the 2022 CNBC FA 100 List
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…
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Beacon Capital Management Expands Its Distribution Through Three New Platforms
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…
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