HOMEABOUT BEACONCONTACT USCLIENT LOGINADVISOR LOGINLEGAL INFO
August 28, 2008 
Beacon Capital Management - Where investing is a science
CLIENT INFORMATION
> Client Account Access
> Investment Strategy
> DFA Portfolio Info
> Contact Us

ADVISOR INFORMATION
> Advisor Account Access
> Advisor Forms
> Become a Advisor
> Contact Us


Home > Advisors > Become an Advisor
Become an Advisor with Us
 

Focus on Your Client Relationships

Today’s investors demand – and deserve – attention. The question for you is this: How do you confidently meet the needs of your growing client base, while managing the ever-increasing administrative burden that often accompanies such growth? Beacon Capital Management may be the answer you’re looking for.

We have designed a comprehensive program to provide you with a complete service solution, including proven marketing materials, cutting-edge operational support systems and a full suite of client service tools. Easily offer your clients a carefully, asset-allocated portfolio that meets their individual needs.

Benefits

  • Streamline your practice through a turnkey asset management program
  • Enhance client service without sacrificing investment integrity
  • Be confident in the investment advice you provide

Features

  • Five model portfolios designed to achieve specific investment goals
  • Diversification that incorporates up to 12 different funds within one account
  • Experience and expertise of multiple institutional managers
  • Continually monitored and reallocated portfolios within client objectives
  • Fast, easy-to-use online and printed marketing tools
  • Complete operational support
  • Total sales and service support available online and by phone

Ideal Clients

  • Have $50,000 or more to invest
  • Are looking to consolidate their investments into one managed account
  • Value professional oversight of their portfolios

More about Beacon:

- Learn about our company
- Review our Investment Strategy
- See how our DFA Portfolio can help your investment plan

 
Copyright © 2005 - 2008 Beacon Capital Management, Inc. • Powered by e-3 design
323 Regency Ridge Dr. • Dayton, OH 45459 USA
PH: 937.439.9093 • FAX: 937.424.4825
Employee Login