About Beacon Capital Management

Beacon Capital Management was founded in July 2000 with the goal of providing long-term investors innovative portfolio management solutions that work to capture gains while seeking to limit losses from market volatility. In addition to investment management services, the firm seeks to empower advisors with turnkey marketing, operational, and account management support. 

Since the late 1990s, investors have witnessed the dramatic cycles of the financial markets—record highs followed by double-digit losses. This rollercoaster has caused many to make emotional decisions about their money frequently resulting in buying high and selling low, or seeking “safer” null-performing options such as bonds and CDs. It’s a new financial reality—it requires a new approach to investment management. Beacon Capital Management was born from the dissatisfaction of traditional money management firms who often continue to expose their investor clients to the extreme highs and lows of the market and simply tell them to hold on for the ride.  

A fundamental approach to portfolio management

Beacon Capital Management is a next-generation registered investment advisory (RIA) firm and turnkey asset management program (TAMP) dedicated to fundamentally improving the science of investing for fee-based financial advisors and institutions and the clients they serve. 

Beacon designs and manages investment portfolios based on research from Nobel-Prize winning scholars, mathematical formulas, and mechanical execution strategies. Each portfolio model offers proprietary risk management solutions, with a driving goal of working to deliver consistent returns for the mid to long-term investor. This overwhelming need for consistency in today’s economy could not be more clear; since December 2020, assets under management have grown to more than $3 billion.

Beacon Capital Management, Inc. is an investment advisory firm registered with the Securities and Exchange Commission. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Additional information about Beacon Capital Management is also available on the SEC’s website at www.adviserinfo.sec.gov under CRD number 120641. Beacon Capital Management only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.