Beacon Trust prides itself on transparency and integrity in the workplace. Beacon is routinely examined by New Jersey Department of Banking and Insurance (“NJDOBI”) and the FDIC, and an annual audit is performed by J.H. Cohn, an independent auditor.
Beacon's Portfolio Managers, who have, on average, 35 years of experience, are driven relationship managers who pride themselves on their ability to spend real face-time with each and every client. Each Portfolio Manager strives to make sure that every client’s experience with Beacon is as comfortable and productive as possible. Our Portfolio Managers are not incentivized to sell specific products. Combining this with the fact that Beacon works solely with high-net-worth individuals and is not a retail broker means that when a Beacon Portfolio Manager meets with a client, it is not to sell them new products.
Beacon consistently offers a competitive fee structure that ensures that each client always feels that he or she is treated fairly.