WealthAdvisor: America’s Best TAMPS 2020 Winners List

January 22, 2020

“[…] Once you’ve delegated [asset management], you should have time and mental bandwidth to figure out what you do best and how you’re going to fill those suddenly-empty hours. Do you have a unique set of portfolios that are ideal for a particular type of client or exploit an esoteric asset class or theme?

That’s a large part of what Beacon Capital Management did with their retirement income solutions that actually respond to market conditions, pivoting out of risk assets early in a downswing and then rebalancing when the cycle improves. Outside advisors have tapped their expertise to run $2.75 billion in client assets. “

“[…]With $2.75 billion under management, Beacon Capital Management isn’t the size of an Envestnet, SEI or AssetMark yet, but its system elegantly builds portfolios to fit concrete client demands and advisory needs with exceptional advisor and client support. The ‘killer app’ here is retirement income solutions that actually respond to market conditions, pivoting out of risk assets early in a downswing and then rebalancing when the cycle improves.”