The Focus of Beacon Pointe Advisors:

Preservation and Growth of Your Invested Capital

One of the largest independent RIAs (Registered Investment Advisors) in the U.S., Beacon Pointe Advisors is 100% employee owned. The only product or service we provide to our clients is objective investment advice aimed at helping them preserve and grow their capital and take the least amount of risk over their investment horizons.

Clients benefit from our thorough and diligent manager research process that is unique in the advisory community. Our internal research team continually searches the investment world to identify stable and proven investment managers.

We recommend only a select group of firms that meet or exceed our strict performance and qualitative criteria. These teams are exclusively focused on investment management as opposed to marketing simply to grow a client base. As such, they don’t usually appear on the radar of the huge investment houses.

With Beacon Pointe’s assets under advisement exceeding $4 billion, investment managers recognize the incentive to participate in our rigorous evaluation process. In turn, we negotiate lower fees and account minimums that benefit all of our clients.

At Beacon Pointe, the preservation and growth of our clients' capital is paramount. Our goal is to guide clients safely across their entire investment horizon. Download our complimentary white paper to the right and learn more.