Beacon Pointe is excited to announce that CEO and Founder, Shannon Eusey, has been named to Barron’s Top 100 Women Advisors of 2018, ranking in the top six.
The award rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite for risk and pursuance of a wide range of goals.
Earlier this month, Beacon Pointe was also featured in the Orange County Business Journal’s 2018 edition of the OC 500, honoring the most influential individuals from throughout Orange County, CA.
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.