Beacon Trust provides a suite of proprietary investment solutions to match your risk/return profile. On the one hand, we can meet your financial needs through asset allocation, which is the key determinant of a portfolio’s long-term rate of return. Our asset allocation approach diversifies your portfolio across a number of uncorrelated asset classes using Exchange-Traded Funds (ETFs). This top-down approach provides risk-control, transparency, cost control, broad product offerings, and liquidity. On the other hand, our equity investment process combines proprietary quantitative modeling with forward-looking fundamental research to construct portfolios of individual securities. The firm manages several strategies including Core, Income and Appreciation, and International. These bottom-up portfolios provide precision style exposure and are offered exclusively as separate accounts, thus allowing for customization or personalization.
Our overarching objective is to exceed your expectations with our investment and service solutions.