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The Beacon Trust Company Investment Department meets daily to monitor market developments and to review the firm's position on major issues. The rigorous discipline of maintaining a consistent investment strategy is the key to managing highly individualized client portfolios.
In addition to daily meetings of our investment team to review current strategy, we feel it is important to communicate our current strategy and future expectations with our clients on a monthly basis via our Monthly Commentary. These letters review the past month's market trends and economic news, our economic outlook based on current economic reports and interest rate expectations. We review our stock and bond market outlook in general, as well as our holdings and our sector weighings.
Please take a moment to review our current strategy by reading our most recent newsletter. We have also provided an archive of newsletters past.
Our portfolio managers would be happy to discuss Beacon Trust's current investment strategy with you. We are committed to our principles, and our performance confirms that our efforts have yielded meaningful results.
Beacon Trust Company
333 Main Street, Madison, NJ 07940
(973) 377-8090