Alternative Investments and the Role They Play in an Investment Portfolio

Beacon Pointe participated in yet another successful NAFOA conference for Native American Finance Officers in San Diego on September 22nd and 23rd, 2014.  The semi-annual conferences focus on critical finance and alternative investment related issues facing Tribal Governments and their financial leaders. This was the third-straight year and sixth conference Beacon Pointe has supported.  NAFOA President, Bill Lomax, and his fellow officers continued the positive momentum for furthering investment education in “Indian Country.” Beacon Pointe founder, Garth Flint, enjoyed meeting with a number of tribal leaders during the two-day event.

Mike Breller, Managing Director of the Institutional Consulting Group at Beacon Pointe spoke on one of the highly attended panel discussions covering Alternative Investments and their utilization in diversified portfolios. Mike described the opportunities to improve the return-to-risk ratios of a portfolio through the inclusion of Private Real Estate, Private Equity and Hedge Funds. Mike further detailed the wide-acceptance of Alternative Investments among institutional Endowments and Foundations.

We look forward to participating at NAFOA again next spring, in Austin!

About Beacon Pointe:

Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We are 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship.

Our mission is to provide comprehensive, objective investment advice and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies and the selection of what we believe to be superior investment managers.

Our employees are the FACES of Beacon Pointe:

Family-oriented, Ambitious, Collaborative, Entrepreneurial, Service-minded


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