By Mariah Summers Many managers are missing the mark when it comes to demonstrating a unique value to investment consultants and their institutional clients, consultants say. As the asset management marketplace grows more crowded and increasingly competitive, consultants feel that many managers aren’t seizing the opportunity to highlight their distinguishing strengths that may help them [...]

Garth Flint, CEO, and Mike Breller, VP, recently attended the Native American Financial Officers Association’s (NAFOA) 30th Anniversary Conference in New Orleans, Louisiana. It was a well attended conference with tribal leadership from across the country, including nearly 100 tribes and 500 attendees. NAFOA President, Bill Lomax, provided opening remarks that set the stage for [...]

The 2012 Beacon Pointe Advisors Forum was a major success! Captain Alexander Martin and Charles de Lardemelle of IVA were both highly enticing from the podium. Intelligent, Global, Eye-Opening speakers. See the event recap for an overview of the stories and topics covered and the photo of our CEO, Garth Flint, with Captain Alexander Martin [...]

While we recognize that what most interests our clients and friends are Beacon Pointe’s thoughts for the coming 12 months and beyond, it is important to take a look back at the developments and events of the past year as they provide context for our views regarding the future. Once we reflect, we will share [...]

In the world of investing, a discussion of both potential risk and potential reward is crucial. Often, the available investment options are plotted on two-dimensional graphs (historical or expected return vs. standard deviation); the analysis may be focused on risk-adjusted performance measures such as Sharpe Ratio, Alpha, or Information Ratio; and best/worst case scenarios (generated [...]

What a difference a month makes! After the gloom and doom of the summer, October brought about a strong and broad-based market rebound. The Dow Jones Industrial Average was up 9%, its best monthly percentage increase since 2002, while the technology-heavy NASDAQ Composite gained 11%. Similarly, the S&P 500 Index advanced almost 11%, its highest [...]

Beacon Pointe Advisors is pleased to share the news that Mike Breller is now the newest member of our Institutional Consulting Group. “Mike brings a skill set that fully balances our team. There is a positive energy about him, he is a thoughtful, thorough, and diligent thinker, and his relationships with his clients are fully [...]

Financial markets are sending a strong signal to the world’s political and economic leaders that their policies and initiatives are not working. The exact diagnosis and recommended course of treatment are open for debate. While Beacon Pointe’s team has limited medical expertise, we believe that the global economy is similar to the human heart. There [...]

Mr. Burton Malkiel, professor emeritus of economics at Princeton University and author of the finance classic “A Random Walk Down Wall Street” issued the commentary and opinion provided below in the August 8th edition of The Wall Street Journal. We thought you may find his perspective insightful and interesting. Professor Malkiel argues that the recent [...]

After the market close on Friday, August 5, Standard & Poor’s (“S&P”) reduced the U.S. credit rating one notch to AA+ and maintained its negative outlook. While this event has generated significant volatility and is pushing financial markets lower across the globe, it should not come as a huge surprise: the S&P had previously said [...]