After 30 years of saving, our investments were scattered everywhere.
Beacon Financial Strategies helped consolidate accounts and develop an investment strategy that met their needs.
I began to question whether my portfolio was structured in my best interest or just to provide higher commissions to my broker.
Beacon Financial Strategies developed an investment portfolio that minimized investment costs and improved tax-efficiency.
"My husband had just passed away and I felt so overwhelmed with it all."
Beacon Financial Strategies helped smooth the transition, completed all the paperwork and helped her plan ahead.
Beacon is entrusted with the responsibility of managing the investment portfolios for many of our clients. We take this responsibility seriously by constructing enduring portfolios that offer clients the highest probability of achieving their investment objective.
Beacon’s Investment Management service is appropriate for those who would like to delegate the management of their portfolio to a professional advisory firm.
WHERE ARE MANAGED ACCOUNTS HELD?
Client accounts are established with the institutional divisions of the discount brokerage firms, Charles Schwab & Co. or TD Ameritrade. Schwab and TD Ameritrade Institutional clients receive monthly statements, trade confirmations and have web access capability.
Both firms provide Beacon Financial Strategies with daily downloads of transaction and other account-related information, while also providing a trading interface enabling us to place trades in client accounts.
Beacon interacts directly with both Schwab and TD Ameritrade Institutional to handle all investment and client-service related matters on behalf of clients.
HOW WOULD YOU SUMMARIZE YOUR INVESTMENT PHILOSOPHY?
For insight on our investment philosophy, we would suggest that you watch the following video.
DO YOU PLACE TRADES IN MY ACCOUNTS?
Beacon places trades for all managed client accounts.
It is important to note that Beacon Financial Strategies maintains Investment Policy Statements for every client. The investment policy statement outlines, and places limits on, how your portfolio will be invested and the types of investments that are used.
We spend quite a bit of time working with each client to determine their investment preferences, distribution requirements and risk tolerance before placing any trades on their behalf.
As a Registered Investment Advisor (RIA), Beacon Financial Strategies serves our clients in a fiduciary capacity, when managing investment portfolios. That is, we are required to act in our client’s best interest at all times.