At Beacon Trust, a wealth advisor and portfolio manager work in partnership to develop a customized plan to guide you to your unique objectives.
Your Wealth Advisor is a dedicated relationship manager who identifies your investment objectives and creates an Investment Policy Statement. The Wealth Advisor serves as a liaison for all Beacon Trust resources, including senior management, and plans for and reviews your lifecycle objectives.
Your Portfolio Manager serves as your personal investment manager, whose responsibilities include constructing a customized asset allocation strategy, managing your investment portfolio, and communicating the market environment and your personal investment information.
Your Client Services Officer acts as your day to day contact and can help you with all facets of your relationship with us including transferring funds.
This core team has direct access to senior management and specialists in trusts, equities, fixed income, and alternative investments. This team environment allows information to flow freely between every department and ensures that all aspects of your services are aligned.