What We Do
Beacon Pointe Advisors is an independent Registered Investment Advisory (RIA) firm with extensive experience working with both institutions and wealthy families. Our firm was founded by a team of professionals from different areas of the industry - including investment management, institutional consulting, financial planning, and wealth management - who believe that aligning our values alongside those of our clients is essential for achieving clients' investment objectives. Beacon Pointe Advisors was founded upon the principles that by always acting in the best interests of clients, goals optimize and success is imminent. We deliberately structured ourselves in an independent manner, absent any broker-dealer, to maximize our ability to provide our clients peace of mind, with objective and unbiased oversight of their assets.
During our working years, we cover our expenses with the money we earn. Our rent or mortgage, cell phone bills, insurance, gasoline etc., are covered by our paychecks. Fast forward a few years to the time that you are ready to retire and enjoy life and ask yourself: How are you going to cover your expenses if you no longer have that paycheck? With the population’s life expectancy growing, how will you maintain your lifestyle for 20 or 30 years?
REP.’s Top 100 RIAs list ranked advisory firms by total assets under management. To land on the list, firms had to have…. Finally, none of the RIAs on the list operates as a broker/dealer, a bank or is affiliated with an investment company.
I am far from a physics expert, in fact, it was the single worst grade I received in school. However, there is an important physics law you should understand to help explain stock market behavior. The law is called…