For Beacon Pointe Advisors’ due diligence trio, face-to-face meetings are essential to securing trust in a manager. Ellie Chizmarova, Derek Newcomer and Jason Overholtzer explain to Citywire Magazine Editor, Alex Steger, the importance of intuition and why they favor small boutiques.
To read the full Citywire Magazine article, CLICK HERE.
To read the Citywire Magazine online version, 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.
