Forbes and RIA Channel’s 2016 Top 100 RIAs
December 20, 2016
Beacon Capital Management, a registered investment advisory firm that offers long-term investors innovative portfolio management solutions, has been selected for the Forbes and RIA Channel’s 2016 Top 100 RIAs by 10 Years of Growth List. This list specifically identified wealth managers and ranked them by asset growth over the prior ten years ending September 30, 2016. This year’s ranking showcases the wealth management firms by growth in assets over the past ten years, with a majority of the firms accruing more than $1 billion in assets.
“We are thrilled to be a part of this prestigious list as it is validation of our next-generation investment philosophy designed to capture gains while limiting losses. Adhering to the principals of maximizing diversification, minimizing losses and maintaining discipline has allowed us to grow to more than $2 billion in assets under management since 2011, driven by the overwhelming need from investors for consistency in today’s economy. This is confirmation that we are on the right path,” said Chris Cook, founder and CEO of Beacon Capital Management.
Forbes and RIA Channel recently announced the 2016 Top 100 RIAs by 10 Years of Growth List using assets under management data as reported on Form ADV Part I for each of the previous ten consecutive years, while also requiring a clean civil, criminal and regulatory background; RIA Channel is an affiliate of RIA Database, an independently owned and operated data company that collects and profiles financial advisory firms. RIA Database maintains profiles on over one million financial advisors across all intermediary channels: registered investment advisors, investment advisor representatives, registered representatives of broker/dealers, family office advisors, bank, trust, and independent brokers. To be considered for the ranking, each firm must be a registered investment advisor (RIA) with the SEC, must provide wealth management services, and must serve individual clients as a primary focus. Firms managing large funds, hedge funds, broker/dealers, or having disciplinary disclosures were excluded.
About Beacon Capital Management
Beacon Capital Management is a next-generation registered investment advisory firm dedicated to fundamentally improving the science of investing for fee-based financial advisors and institutions and the clients they serve. Beacon Capital Management was founded in July of 2000 to provide long-term investors innovative portfolio management solutions that work to capture gains while limiting losses from today’s market volatility. In addition to investment management services, the firm empowers advisors with and turnkey marketing, operational and account management support. As of 2017, Beacon’s assets under management have grown to more than $2 billion. For more information about Beacon Capital Management, please visit www.BeaconInvesting.com or call 866-439-9093.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Past performance is not indicative of future performance.