Investment Management

At Beacon Trust, we have a talented team of investment strategists and portfolio managers to assist our investors with navigating the challenges presented by the market environment.

Some of our investment solutions are managed by our in-house staff and for others we seek out the best external managers across the spectrum of available strategies in the marketplace.

Our offering includes open architecture, managed ETF portfolios, traditional equity and fixed income managed accounts and risk controlled strategies.

Of course, these investment offerings are coordinated with sophisticated financial planning, tax advisory, trust and estate fiduciary, and private banking, which we also offer to Beacon Trust clients.

Our overarching objective is to exceed your expectations with our investment and service solutions.

Please fill out the form below to request more information from Beacon