Updated October 23, 2023
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Beacon Capital Management, Inc.

Investment Advisor Firm
Total assets under management$4.9B
Years in business24+

About Beacon Capital Management, Inc.

Beacon Capital Management is a forward-thinking Registered Investment Advisory (RIA) firm with a next-generation approach to portfolio management. Their mission is to provide long-term investors with innovative solutions that capture market gains while diligently guarding against losses in today's volatile financial landscape.

Beacon understands the unique needs of investors with finite financial goals and focuses on delivering consistent returns while prioritizing the safety of investments. They recognize that traditional diversification and asset allocation strategies may not adequately protect investors from severe market downturns. Their philosophy is rooted in three core principles: Maximize Diversification, Minimize Losses, and Maintain Discipline.

Their approach is based on Nobel Prize-winning research, mathematical formulas, and mechanical execution strategies. Beacon's portfolio models incorporate proprietary risk management solutions, providing consistent returns for mid to long-term investors. They aim to meet the evolving needs of today's investors, offering a distinctive philosophy that combines safety, consistency, and competitive returns in a dynamic market environment.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Management

More about Beacon Capital Management, Inc.

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
12064112

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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