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Individuals And Families

Investment success begins with a properly diversified portfolio. Constructing such a portfolio is a complicated process that can benefit from the guidance of a qualified, professional advisor.

Individuals and families often rely on the discretion of their financial advisor to help them secure their financial future.

That’s why Beacon Capital Management is available to individuals only through financial advisors. We believe financial advisors play a vital role in educating investors about the financial science that drives this approach and in instilling the discipline required to benefit from it. Advisors choose Beacon when they believe our portfolios offer the best solution for their clients.

All Beacon portfolios are designed for long-term investors. One of the cornerstones of our approach is a client base committed to their investments through all market cycles, both good and bad. Buy-and-hold investors enable us to keep turnover and transaction costs low, which can add to a favorable rate of risk-adjusted return over time.

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Investor account access

Our Account Access login area will allow our current investors to login and view their investment accounts with us.

If you are a current investor of Beacon Capital Management, please click on the link below to access your account information (this will open a new window):