A complete list of active advisors currently associated with Beacon Hill Investment Advisory, LLC

Warmer can help you find a great advisor at Beacon Hill Investment Advisory, LLC or one who fits your needs even better.

Beacon Hill Investment Advisory provides discretionary investment management to individuals, trusts, and corporate retirement plans through separate Private Wealth and Corporate Retirement Plan programs. The firm manages roughly $91.7 million in client assets and also advises on about $67.8 million in participant-directed retirement plan assets, serving both individual and high-net-worth clients and offering family-office services on a customizable basis. The firm’s process begins with risk-tolerance testing and produces a documented Investment Policy Statement and Strategic Asset Allocation, with the possibility of tactical adjustments informed by economic and valuation analysis. Portfolios are typically built from mutual funds, ETFs, individual stocks, and bonds, and accounts are reviewed on a regular schedule with reporting provided to clients. A distinctive feature is that the firm sponsors and is materially involved with an affiliated Opportunity Zone real estate fund (Nest Opportunity Fund, LLC) via an in-house general partner entity, a role that creates disclosed conflicts of interest and for which the firm describes specific mitigation steps (e.g., limiting solicitations to accredited investors, foregoing the firm’s advisory fee on that portion of client portfolios, and presenting unaffiliated alternatives). Beacon Hill also highlights family-office offerings such as due diligence on alternative assets and RFP services for outside managers, which are notable for a firm of this scale.

To learn more about the advisors currently working at Beacon Hill Investment Advisory, 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.