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Founded in 1982, Beacon Asset Management is a SEC registered investment advisor dedicated to providing quality investment management services to institutions and wealthy individuals.
- Beacon is a client-centric organization that strives to understand our clients' investment objectives, respect the needs of each individual client entity and offer direct access to our portfolio management team.
Beacon offers investors a suite of traditional equity and fixed income investment management solutions. The focus of our research effort is to identify worthwhile investment ideas.
- We seek to consistently outperform our peers and benchmark indexes.
- We maintain a long-term investment horizon and do not pretend to be able to forecast general stock market movements, interest rates, currency exchange rates or other macroeconomic trends.
- We pay little attention to fads or what’s currently in vogue in the investment community. Our investment research process combines original thinking with traditional securities analysis.
Proprietary traditional separately managed investment solutions:
o Core Equity
o Energy Infrastructure (Publicly Traded Master Limited Partnerships)
Beacon Asset Management also offers a private investment as an alternative way to invest in energy infrastructure:
o Telemus Income Opportunity Fund, LP
o Tax Exempt High Quality
o Taxable High Yield
o Taxable High Quality
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