Newport Beach, CA, July 7, 2009: Beacon Pointe Advisors has been selected by Wealth Manager Magazine as one of the 2009 Top Wealth Managers. The list of the Top Wealth Managers was released this past week. Beacon Pointe is one of a select few Southern California firms to make it into the Top 50 out of the over 400 firms listed.
Wealth Manager’s 2009 survey found that, though market and economic conditions were extremely challenging, and the majority of firms’ overall assets were lower, about 12% of firms gained in total AUM as reported through December 31, 2008.
“We believe that our inclusion on this list provides strong testament to the success of employing our sound principles in serving the best interests of our clients as well as the critical element our independence plays in providing unbiased, astute investment advice” – Shannon Eusey, President.
Beacon Pointe is an independent investment advisory firm. Their mission is to provide comprehensive and objective investment and financial advice to a select group of clients. This advice is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies and the selection of superior investment managers.
Beacon Pointe Advisors is 100% employee owned. Their experience has enabled the professional team of Beacon Pointe to develop a very thorough understanding of the complexities and challenges faced by clients in managing their assets.
Contact: Shannon Eusey, President
Beacon Pointe Advisors
24 Corporate Plaza
Suite 150
Newport Beach, CA 92660
949-718-1600
bpadvisors.wpstagecoach.com