Beacon Pointe has been named to Orange County Business Journal’s List of Best Places to Work in Orange County for the second year in a row. This survey and recognition publication (the official list will be available in the OCBJ’s October publication) is dedicated to identifying and recognizing Orange County’s best employers. Beacon Pointe prides itself on creating an environment that fosters teamwork, employee growth, and strong work ethics.

To see the Orange County Business Journal list of Best Places to Work in Orange County, please click here.

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

 

Advisor Partnerships

Growth Opportunities and Synergies

Long-Term Succession Planning

Back Office Resources and Support

Enhanced Lead Flow and Operational Efficiencies

 

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