How to Identify and Invest in High-Upside Individuals

Staffing, identifying and investing in people is perhaps the most challenging aspect of any small business – a challenge that is exacerbated considerably if that small business is a Registered Investment Advisor (RIA). The impact of poor decisions is magnified, and the detrimental impact on margins, income and workload can be significant.

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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

Dedication to Service

The Beacon Pointe team is dedicated to delivering a superb service experience to every client. We understand the importance of being responsive, proactive and strive to go the extra mile to meet the needs of our clients.

Private Wealth Management

Investment Selection and Portfolio Management
Comprehensive Strategic and Financial Planning
Insurance Assessments and Risk Planning
Ongoing Monitoring and Oversight

Institutional Consulting

Investment Policy Statements
Asset Allocation Modeling
Investment Manager Search and Selection
Performance Management and Monitoring
Board, Committee, and Staff Education

Retirement Plan Services

401(k) & 403(b) Plan Evaluation
Fiduciary Oversight and Operational Efficiency
Investment Manager Search and Selection
Performance Management and Monitoring
Committee and Plan Participant Education

Identifying

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

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