A complete list of active advisors currently associated with Beacon Capital, LLC
Warmer can help you find a great advisor at Beacon Capital, LLC or one who fits your needs even better.
Beacon Capital provides individualized portfolio management to individuals (including both non‑high‑net‑worth and high‑net‑worth clients), families, trusts, estates, retirement and education plans, and not‑for‑profit/charitable organizations. The firm also accepts probate‑court assignments such as estates, conservatorships, and guardianships and coordinates investment work with clients’ other advisors. The firm follows a long‑term, risk‑conscious asset‑allocation approach, combining equities, fixed income, and cash equivalents and tailoring allocations to time horizon, withdrawal needs, and risk tolerance. Most relationships are managed on a discretionary basis and the firm commonly charges fees as a percentage of assets under management; a specialty covered‑call objective exists under separate contract but is not currently deployed. Noteworthy for its size, the firm operates with a single principal and no other representatives, and its client mix unusually includes charitable accounts and a material portion of non‑HNW individual relationships for a firm of this type. Beacon Capital does not act as a private fund adviser, regularly handles court‑appointed fiduciary matters, and follows a proxy policy that often favors selling positions over routine proxy voting.
To learn more about the advisors currently working at Beacon Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Darien, CT
| 24
|
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