The Beacon Difference

We have protection against systematic risk down to a science.

Comprehensive, research-backed investment strategies
Methodical, emotion-free decision making
Flexible approaches to market conditions and client needs
Steadfast commitment to transparency and advisor success

Logic, Not Emotion

Emotion can be the enemy of long-term portfolio performance. Fear-based selling and hope-based buying can lead to a rollercoaster of outcomes. We take emotion out of investment decisions, focusing instead on clear, objective performance metrics and logical choices based on data and history.

  • Deliver investment strategies with robust asset allocation and diversification

  • Employ proprietary risk mitigation and volatility management methodologies

  • Limit market uncertainty while fostering long-term investment growth

  • Enable balance between protection and market participation

Science, Math and History

Our models are based on the immutable facts of the market — historical performance and black-and-white math. As a result, we get out of the market before significant losses and (more importantly) get back in when we can capitalize on positive market movement. The result is less volatile portfolio performance and asset growth for your clients.

  • Inspired by Nobel Prize-winning financial theories
  • Leverage advanced mathematical models and comprehensive data analysis
  • Adapt continuously to meet the challenges of
    diverse market conditions