Beacon Pointe Semi-Annual Leadership Summit Fall 2018

The Fall 2018 Beacon Pointe Leadership Summit was hosted in Newport Beach, CA on September 23- 25th, 2018.  The purpose of this meeting is to gather together all firm partners and many directors from various departments to discuss the firm’s strategic plans and the proper course to successfully execute and implement those plans.

Throughout the 3-day leadership meeting, more than 15 formal presentations were given focused on a vast range of topical content ranging from strategic planning, technological enhancements, marketing and branding, financial planning, macro and micro market updates and investment opportunities, to talent retention and growth strategies, among many others.

In addition to the critical and strategic thinking, the Beacon Pointe team had a little fun along the way! Each morning Beacon Pointe team members woke up with the sun to enjoy some fresh air and exercise along the beautiful Southern California Newport Beach coastline, and PIMCO graciously hosted the Beacon Pointe leadership team on a tour throughout their trading floor.

The future is bright for Beacon Pointe – for our team, for our clients.  We are excited for what is in store for the next decade!

Beacon Pointe Semi-Annual Leadership Summit Fall 2018A few photos capturing different events throughout the 3-day Beacon Pointe Leadership Summit

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.


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