From Success to Significance: Creating a Legacy and Delivering on the Fiduciary Promise

February 13, 2016

“From Success to Significance”

Success to Significance: How Wealth Managers Can Create a Legacy and Deliver on the Fiduciary Promise

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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