Beacon Pointe
Beacon Pointe is a comprehensive financial services firm providing consulting, wealth management, and investment solutions, with over $30 billion in assets under advisement and more than 55 offices across the U.S.
Financial Services for Insurers
Beacon Pointe specializes in providing consulting services tailored to insurance companies. These consulting services help insurers optimize their operations, improve efficiency, and align with regulatory requirements. The firm offers expert guidance and objective analysis to support insurers in making informed decisions that enhance their financial stability and performance.
Private Wealth Management Services
Beacon Pointe offers comprehensive Private Wealth Management services, which include detailed financial planning and customized investment strategies. The firm works with clients to develop personalized financial plans that address their unique goals and circumstances, ensuring a thorough approach to wealth management.
Institutional Consulting Services
Beacon Pointe provides Institutional Consulting services, delivering transparent and objective investment solutions. These services are tailored to meet specific portfolio goals and include guidance for various institutional clients, helping them achieve their investment objectives efficiently.
Consulting Services for Plan Sponsors
Beacon Pointe offers various consulting services for Plan Sponsors, including comprehensive guidance for 401(k), 403(b), and non-qualified deferred compensation plans. The firm assists plan sponsors in optimizing plan performance, ensuring fiduciary compliance, and promoting operational efficiency.
Advisor Partnership Opportunities
Beacon Pointe provides partnership opportunities for Registered Investment Advisors (RIAs) and wealth advisors. These partnerships are designed to create efficiencies, add value, and promote growth within the advisory practice. The firm supports advisors in expanding their services and enhancing their client offerings.
Women's Advisory Institute
Beacon Pointe's Women's Advisory Institute focuses on multi-generational wealth planning, divorce financial planning, and financial planning after losing a loved one. The institute provides specialized services to meet the unique financial needs and challenges faced by women, ensuring a comprehensive approach to financial well-being.
Outsourced CIO Services
Beacon Pointe offers Outsourced Chief Investment Officer (CIO) services for institutions, enabling key decision-makers to concentrate on high-level policy execution. The firm provides strategic investment solutions, portfolio management, and risk management services, allowing institutions to benefit from Beacon Pointe's expertise and resources.
Values-Based Investing
Beacon Pointe supports Values-Based Investing, including Socially-Responsible Investing (SRI), Sustainable Investing, and Impact Investing. The firm offers a range of investment options that align with clients' values, helping them invest in ways that promote positive social and environmental outcomes.
Alternative Investments
Beacon Pointe provides a robust selection of Alternative Investments, enhancing clients' portfolios with diverse investment opportunities. These alternatives are designed to offer potential higher returns and additional diversification benefits, aligning with clients' investment strategies and goals.
Institutional Intelligent Portfolios®
Beacon Pointe offers Institutional Intelligent Portfolios®, an automated investment management service. This service provides a range of investment strategies that are managed algorithmically, offering clients a convenient and efficient way to manage their investments while adhering to institutional standards.
National Presence and Scale
Beacon Pointe operates over 55 offices across the U.S. and manages more than $30 billion in assets under advisement. With a team of over 500 professional staff, including over 330 individuals holding professional designations and advanced degrees, Beacon Pointe is well-positioned to serve a diverse client base nationwide.
Largest Women-Led RIA Firm
Beacon Pointe is recognized as the largest women-led Registered Investment Advisory (RIA) firm in the nation. The firm's leadership and commitment to inclusivity and diversity set it apart in the financial services industry, promoting a supportive environment for both staff and clients.
Comprehensive Client Access Tools
Beacon Pointe offers a client portal and the allWEALTH® Financial Hub, providing clients with easy access to their financial information and resources. These tools enhance the client experience by offering convenient, real-time access to account details and financial planning tools.
Educational Resources
Beacon Pointe provides a wealth of educational resources, including blogs, articles, case studies, podcasts, videos, webinars, and workshops. These resources aim to educate clients and the public about financial planning, investment strategies, and other relevant topics, promoting financial literacy and informed decision-making.
Industry Recognition
Beacon Pointe has received various industry awards and rankings from reputable publications such as Barron's, Forbes, and USA Today. These recognitions highlight the firm's commitment to excellence and its standing within the financial services industry.
Retirement Plan Services
Beacon Pointe offers a range of retirement plan services, including fiduciary oversight and operational efficiency. The firm provides comprehensive support to ensure that retirement plans are managed effectively, helping clients meet their long-term retirement goals.