Strategy Resources
Beacon Overview Brochure
A comprehensive resource outlining Beacon's disciplined investment philosophy and complete suite of risk-responsive investment solutions. Covers the foundational principles, partnership approach, and diverse investment methodologies that define Beacon's platform.
Critical Client Conversations Placemat
Your essential guide for navigating emotional investing challenges and long-term income concerns. Features key behavioral insights, risk impact illustrations, and talking points to help transform client anxiety about market volatility into confidence in their investment strategy.
3 Paths to Risk-Responsive Investing
A clear, visual comparison of Signal, Precision, and Outlook strategies, plus information about our Unified blended approach. Use this quick-reference tool to quickly identify which methodology best matches specific client objectives and risk tolerances.
Beacon Signal Explainer
Comprehensive breakdown of the strategy’s benchmark monitoring with a decisive all in or all out approach (formerly Vantage 2.0), including equal-weighted diversification principles, details on the proprietary Beacon Benchmark Index, stop-loss triggers, and strategic re-entry calculations.
Beacon Precision Explainer
In-depth exploration of the strategy’s security-level trend analysis with targeted risk management (formerly Vantage 3.0), featuring the Beacon Trading Gauge methodology, individual holding trend analysis, independent defensive positioning logic, and strategic re-entry protocols.
Beacon Outlook Explainer
Detailed examination of the strategy’s data-driven positioning that’s guided by data-driven macroeconomic indicators (formerly Astor’s strategy). Covers the Beacon Economic Index, data inputs and analysis, tactical allocation adjustments, and adaptive model response mechanisms.
Beacon Unified Explainer
Comprehensive guide to our multi-strategy blended portfolios, showing how Signal, Precision, and Outlook work in concert to respond to multiple market risk dimensions. Includes profiles of our two pre-built solutions — Foundation and Catalyst. However, you can also partner with your Beacon wholesaler to create custom blends tailored to specific client needs.