Retrieved on:
Wednesday, August 16, 2023
DAYTON, Ohio, Aug. 16, 2023 /PRNewswire/ -- Beacon Capital Management, Inc. (www.BeaconInvesting.com), a registered investment adviser (RIA) that seeks to offer long-term investors innovative portfolio solutions, is proud to announce it has been recognized in Financial Advisor Magazine's 2023 RIA Survey & Ranking. This ranking celebrates top-level RIA firms when it comes to offering comprehensive planning and financial service that help their clients navigate their complex financial lives. Between January of 2022 (the approximate start of the most recent market downturn) and June 30, 2023, Beacon Capital Management has experienced a net increase of $244 million in new investor assets under its management1.
Key Points:
- As the Demand for Innovative Investment Solutions Rises, The Dayton-based RIA has Experienced Remarkable Growth
DAYTON, Ohio, Aug. 16, 2023 /PRNewswire/ -- Beacon Capital Management, Inc. ( www.BeaconInvesting.com ), a registered investment adviser (RIA) that seeks to offer long-term investors innovative portfolio solutions, is proud to announce it has been recognized in Financial Advisor Magazine's 2023 RIA Survey & Ranking.
- This ranking celebrates top-level RIA firms when it comes to offering comprehensive planning and financial service that help their clients navigate their complex financial lives.
- Between January of 2022 (the approximate start of the most recent market downturn) and June 30, 2023, Beacon Capital Management has experienced a net increase of $244 million in new investor assets under its management1.
- "From ongoing market volatility to rising interest rates and soaring inflation, today's economic environment has investors uneasy," said Chris Cook, president and chief investment officer of Beacon Capital Management.
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Security (finance) DAYTON, Ohio, April 14, 2023 /PRNewswire/ -- Beacon Capital Management (www.BeaconInvesting.com), a registered investment adviser (RIA) firm that seeks to offer long-term investors innovative portfolio management solutions, announces the launch of its new exchange-traded fund (ETF), Beacon Tactical Risk (BTR), trading on the New York Stock Exchange Arca. With the launch of this ETF, Beacon Capital Management makes its popular investment philosophy accessible to a broad market of investors, working to capture gains while limiting losses in order to deliver consistent returns in today's volatile market conditions. The first day of trading is set for April 18, 2023.
Key Points:
- When the stop-loss is triggered, equity positions are sold, and portfolio assets are repositioned into fixed income.
- "We are thrilled to bring our award-winning investment management approach to more investors through this new ETF," said Chris Cook, president and Chief Investment Officer of Beacon Capital Management.
- Beacon Capital Management has also made a second ETF available to investors: Beacon Selective Risk (NYSE Arca: BSR).
- For more information about Beacon Capital Management's ETF offerings, visit www.BeaconInvestingETFs.com .
Retrieved on:
Thursday, December 2, 2021
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Financial adviser "SMArtX's enterprise business is bolstered by its ability to tailor solutions to the functional needs of the organization," said Jonathan Pincus, President & COO of SMArtX.
Key Points:
- "SMArtX's enterprise business is bolstered by its ability to tailor solutions to the functional needs of the organization," said Jonathan Pincus, President & COO of SMArtX.
- "The flexibility and scalability of our managed accounts technology plays a central role in streamlining operational efficiencies which gives our enterprise clients the distinct competitive advantage they need to win in 2022."
- SMArtX Advisory Solutions is an award-winning managed accounts technology provider and manages SMArtX, a turnkey asset management platform ('TAMP').SMArtX's API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients a tailored solution catered to their unique specifications.
- Learn more at www.smartxadvisory.com
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Thursday, October 7, 2021
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Financial adviser DAYTON, Ohio, Oct. 7, 2021 /PRNewswire/ --Beacon Capital Management ( www.BeaconInvesting.com ), a registered investment advisory firm that seeks to offer long-term investors innovative portfolio management solutions, has been named to the third annual CNBC FA 100 list.
Key Points:
- DAYTON, Ohio, Oct. 7, 2021 /PRNewswire/ --Beacon Capital Management ( www.BeaconInvesting.com ), a registered investment advisory firm that seeks to offer long-term investors innovative portfolio management solutions, has been named to the third annual CNBC FA 100 list.
- "I consider it a great honor to be included on the CNBC FA 100 list for the second year in a row," said Chris Cook, president and Chief Investment Officer of Beacon Capital Management.
- CNBC and AccuPoint Solutions determined the weighting for each category, further refining and ranking the firms, ultimately creating the list of CNBC FA 100.
- Additional information about Beacon Capital Management ("BCM") is also available on the SEC's website at www.adviserinfo.sec.gov under CRD number 120641.
Retrieved on:
Wednesday, October 7, 2020
DAYTON, Ohio, Oct. 7, 2020 /PRNewswire/ --Beacon Capital Management ( www.BeaconInvesting.com ), a registered investment advisory firm that seeks to offer long-term investors innovative portfolio management solutions, has been named to the second annual CNBC FA 100 list that ranks the top-rated financial advisory firms of 2020.
Key Points:
- DAYTON, Ohio, Oct. 7, 2020 /PRNewswire/ --Beacon Capital Management ( www.BeaconInvesting.com ), a registered investment advisory firm that seeks to offer long-term investors innovative portfolio management solutions, has been named to the second annual CNBC FA 100 list that ranks the top-rated financial advisory firms of 2020.
- The ranking celebrates advisory firms that top the list when it comes to offering comprehensive planning and financial service that help clients navigate through their complex financial lives.
- Beacon Capital Management is a next-generation registered investment advisory firm dedicated to fundamentally improving the science of investing for fee-based financial advisors and institutions and the clients they serve.
- Additional information about Beacon Capital Management is also available on the SEC's website at www.adviserinfo.sec.gov under CRD number 120641.
DAYTON, Ohio, June 9, 2020 /PRNewswire/ -- Beacon Capital Management ( www.BeaconInvesting.com ), a registered investment advisory firm that seeks to offer long-term investors innovative portfolio management solutions, has been named to the Financial Times' inaugural list of The Americas' Fastest Growing Companies.
Key Points:
- DAYTON, Ohio, June 9, 2020 /PRNewswire/ -- Beacon Capital Management ( www.BeaconInvesting.com ), a registered investment advisory firm that seeks to offer long-term investors innovative portfolio management solutions, has been named to the Financial Times' inaugural list of The Americas' Fastest Growing Companies.
- "It is an honor to be on this prestigious list of innovative, independent companies experiencing organic growth," said Chris Cook, founder and CEO of Beacon Capital Management.
- Beacon Capital Management is a next-generation registered investment advisory firm dedicated to fundamentally improving the science of investing for fee-based financial advisors and institutions and the clients they serve.
- Additional information about Beacon Capital Management is also available on the SEC's website at www.adviserinfo.sec.gov under CRD number 120641.
RIA Database identified and ranked RIA wealth management firms using the most exchange traded funds (ETFs).
Key Points:
- RIA Database identified and ranked RIA wealth management firms using the most exchange traded funds (ETFs).
- In addition to investment management services, the firm seeks to empower advisors with turnkey marketing, operational and account management support.
- 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, notice filed or excluded or exempted from registration or notice filing requirements.
DAYTON, Ohio, Nov. 1, 2019 /PRNewswire/ --Beacon Capital Management ( www.BeaconInvesting.com ), a registered investment advisory firm that seeks to offer long-term investors innovative portfolio management solutions, has been named a recipient of the WealthManagement.com 2019 Thrive Awards, honoring the nation's fastest-growing advisors.
Key Points:
- DAYTON, Ohio, Nov. 1, 2019 /PRNewswire/ --Beacon Capital Management ( www.BeaconInvesting.com ), a registered investment advisory firm that seeks to offer long-term investors innovative portfolio management solutions, has been named a recipient of the WealthManagement.com 2019 Thrive Awards, honoring the nation's fastest-growing advisors.
- The WealthManagement.com 2019 Thrive Awards list was compiled by measuring percentage revenue growth over the previous three years.
- "We're grateful to be named to the WealthManagement.com 2019 Thrive list of fastest-growing advisory firms in the nation," said Chris Cook, founder and CEO of Beacon Capital Management.
- For more information about Beacon Capital Management, please visit www.BeaconInvesting.com or call 866.439.9093
The WealthManagement.com Thrive Awards is an annual program designed to celebrate America's fastest-growing advisors.
Based on this study forged by Entrepreneur, Beacon Capital Management is recognized as a well-rounded company that has mastered a balance of impact, innovation, growth leadership and value.
Key Points:
- Based on this study forged by Entrepreneur, Beacon Capital Management is recognized as a well-rounded company that has mastered a balance of impact, innovation, growth leadership and value.
- "Thank you to Entreprenuer Magazine for recognizing us as a part of such an elite list," said Chris Cook, founder and CEO of Beacon Capital Management.
- Honorees were identified based on the results from a comprehensive study of independently-owned companies, using a proprietary algorithm and other advanced analytics.
- Additional information about Beacon Capital Management is also available on the SEC's website at www.adviserinfo.sec.gov under CRD number 120641.
This list which is a ranking of the nation's fastest-growing private companies represents a unique look at the most successful companies within the American economy's independent small businesses segment.
Key Points:
- This list which is a ranking of the nation's fastest-growing private companies represents a unique look at the most successful companies within the American economy's independent small businesses segment.
- In addition to investment management services, the firm seeks to empower advisors with turnkey marketing, operational and account management support.
- 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, Inc. ("BCM") has been nominated for [and has won] several awards.
