Ongoing Services

Active Investment Management.  Clients in this category set up accounts with a brokerage firm and allow Beacon to sign on as a Limited Power of Attorney.  This allows Beacon to place trades on the client’s behalf as well as track performance and cost basis.  Before trades are placed, a risk/return profile is determined and we develop an Investment Policy Statement as a portfolio blueprint.   As the markets fluctuate, we periodically rebalance to keep a client’s portfolio in line with their "target allocation”.  Our investment strategy emphasizes:  

401(K)/403(B) Monitoring Service.  Company retirement plans can play a big role in a person’s overall investment allocation.  Because these accounts are housed at varying brokerage firms and have various investment choices, we designed this service to help monitor the allocation in both 401(k) and 403(b) accounts.  This is an ongoing service where we recommend an appropriate investment allocation, based on the client’s individual risk/return preferences and the available 401k choices.  On a quarterly basis, we monitor the funds, rebalance (if necessary) and make appropriate changes given current economic and market conditions.

Wealth Management Service
Managing your finances is time consuming and complex. For those who want a financial advisor involved in all aspects of their financial planning life, the wealth management engagement is the right service for you.