Client Services

Guiding Institutions and Private Investors

Beacon Pointe's objectivity and sophisticated research platform benefit large institutions and individuals alike. Our entire client service process is built around helping clients clearly define their goals and then structuring optimal strategies to achieve them.

Institutional Consulting – Endowments & Foundations

Successful institutions fulfill their mission when they can achieve their spending targets while preserving and growing their assets.

The investment strategies we employ will be driven by the clients' long term goals as well as their short term spending policies. Understanding these sometimes conflicting objectives and providing insights on how to best meet them is where the Beacon Pointe investment team adds the most value.

.

Our strengths include extensive experience working with institutional committees, providing objective and useful analysis, building consensus, and navigating through difficult markets. Our professionals convey a sound perspective regarding the investment process, which entails an understanding of the utility and limitations of investment tools.

With over 100 years combined experience in senior roles at leading financial institutions, we bring a thorough understanding of the complexities and challenges clients face in managing their assets.

In addition, our independent private ownership structure ensures that our clients' best interests are the only driving force in our relationship.

Private Wealth Management

For Beacon Pointe, preservation of capital has always been an important component of “superior performance.” When it comes to planning and designing a portfolio to meet each client’s needs, Beacon Pointe is focused on limiting downside risk.

That is why we look for what we believe are superior investment managers that consistently outperform their benchmarks in down markets while keeping pace in up markets.

.

Our expertise in finding such performers and negotiating lower fees and account minimums is why individual investors turn to us for guidance.

We work diligently to understand each client’s needs, circumstances, priorities, and goals. These may include tuition planning, retirement, estate planning, charitable giving, and many other facets of their investment and financial needs. We then set clear financial objectives and a plan to achieve them. We help ensure that their strategy is revised when needed to benefit from subsequent changes in the tax code and other applicable laws

Beacon Pointe is a partner in looking to the future and making possible exactly what each client envisions.

Our Unique Evaluation Platform

We invite you to learn more about a vital factor that strongly contributes to our clients’ solid results – the Beacon Pointe Manager Evaluation and Selection Methodology.