Investors face two key challenges: generating enough income for a comfortable retirement and protecting their investments from catastrophic losses.
That’s why our investment strategies are designed to be straightforward, transparent and mechanical by employing these three principles:
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Maximizing Diversification
Thoughtful investment selection to help minimize the impact of isolated market events.
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Minimizing Losses
Using proprietary risk management strategies to help protect against major market declines.
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Maintaining Discipline
Removing emotional decision-making by following a rules-based investment process.
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Strategies
Introducing Beacon Vantage Strategies
Our Vantage series offers two main strategy lines: Vantage 2.0 and Vantage 3.0. Each strategy offers underlying models designed for different investor profiles and financial goals.
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Vantage 2.0 Tactical
Diversified with Comprehensive Stop-Loss for Stability
- Holistic Market Monitoring
- Portfolio Stop-Loss Reallocation
- Strategic Buy-Back
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Vantage 3.0 Select
Diversification and Targeted Loss Reduction
- Daily Trend Monitoring
- Targeted Risk Management
- Expanded Model Suite