Qualified Professional Asset Manager
Beacon Trust complies with the Department of Labor’s criteria for serving as a qualified professional asset manager (QPAM) under the Employee Retirement Income Security Act of 1974 (ERISA). As an investment manager that qualifies as a QPAM, we have the ability to evaluate potential investments for our clients. This includes a thorough initial due diligence process and ongoing analysis to confirm that the investment is performing in line with projections. Results are compiled and reported to our clients quarterly.