Who We Serve

Clients We Serve

We are an advocate for our institutional clients providing clear and comprehensive investment advice, emphasizing asset preservation and growth in order to meet our client’s long-term objectives.

Investment Policy Design and Review

Asset Allocation Aligned to Achieve Objectives

Monitoring of
Investment Managers

Uncompromising Ethical
and Fiduciary Standards

…And Work With Your Committee

Understanding Your Organization

Understanding Your Organization

Beacon Pointe will be an active partner with you and seeks to understand all aspects of the investment program, convey knowledgeable guidance, and provide exceptional service. Our team will become an extension of your staff, conducting introductory meetings to fully understand your governance, objectives, and strategies.

Designing Your Tailored Strategy

Designing Your Tailored Strategy

With a full understanding of your investment goals and needs, we will draft a clear Investment Policy Statement, craft an appropriate asset allocation to meet your specific requirements, construct a portfolio with investment managers that best meets risk/return goals, and monitor all aspects of the portfolio to ensure it stays on track.

Portfolio Oversight and Monitoring

Portfolio Oversight and Monitoring

Your designated Beacon Pointe consulting team continually monitors investment managers used in the portfolio to ensure execution of your long-term goals and objectives.  To ensure proper communication of portfolio performance and updates, we conduct quarterly meetings with your Investment Committee.

Going Beyond Common Expectations

We understand that institutions within different industry sectors have requirements unique to them. Our institutional consultants:

Attend conferences and seminars and stay current on industry specific trends that could affect our clients

Publish topical subject matter including white papers, videos and webinars for continual client education

Niche-specialized consultants who are directly involved with manager research and due diligence processes