Beacon Pointe’s Institutional Consulting Group has recently been named one of Barron’s Top 100 Institutional Consulting Teams of 2023. The list recognizes the nation’s top teams specializing in investing for large organizations—pension plans, university endowments, charitable foundations, and the like.
Beacon Pointe’s Institutional consultants are proactive partners who seek to be an extension of a client’s internal staff. Our knowledgeable and experienced professionals are dedicated to understanding all aspects of an institution’s investment objectives, conveying knowledgeable guidance, and providing exceptional service to a wide array of clientele.
As a fiduciary and a trusted partner, we strive to create a positive impact on the organizations and communities we serve, and to help our institutional clients achieve their investment goals while keeping their missions at the forefront of everything we do.
To view additional Beacon Pointe awards and recognitions, please click here.
About Beacon Pointe
Beacon Pointe Advisors is a registered investment adviser headquartered in Newport Beach, California. With 48 office locations and clients located throughout the country, Beacon Pointe manages approximately $26 billion in assets (as of March 31, 2023). Beacon Pointe is an independent advisory ﬁrm dedicated to providing thoughtful investment guidance and comprehensive consulting services to institutional clients, defined contribution plans, and private clients. As a fiduciary, we utilize a client-focused approach to investment advice intentionally separating the key duties of consultant, custodian, and asset manager, thereby minimizing conflicts of interest and always making decisions in the best interest of clients. For more information on Beacon Pointe’s institutional consulting, please visit: www.beaconpointe.com.
Important Disclosure: Third-party awards, rankings, and recognitions are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor by any client or prospective client, nor are they representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the adviser’s clients. Registration of an investment advisor does not imply a certain level of training or skill. Beacon Pointe Advisors did not pay to participate in any award or survey. This content is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. Some information may have been obtained from third-party sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. Only private legal counsel may recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein. An investor should consult with their financial professional before making any investment decisions.