Newport Beach, CA, July 22, 2009: Beacon Pointe Advisors has been ranked as one of the top Registered Investment Advisory firms in the country in Financial Advisor magazine’s fourth annual RIA survey. Beacon Pointe, with more than a billion in assets under management, ranked at number 7 out of the 380 firms that participated.
Beacon Pointe Advisors 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
Newport Beach, CA 92660
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.