Value Investing in the Stock Market and Your Community
Value Investing in the Stock Market and Your Community
Pitcutred: Mark Moehlman, Jim Davenport, Lauren Meixel, Larry Redell, Laine Ainsworth.

Beacon Pointe Wealth Advisors, Newport Beach and Inland Empire hosted a very successful event at the Newport Beach Country Club on November 2nd, 2017. The event featured “Value Investing in the Stock Market and Your Community” and we were proud to pair Melissa Beck, CEO of Big Brothers Big Sisters with Larry Redell of St. James Investment Company for a dynamic discussion on mentoring youth in Orange County and an overall market update. The combination of social and economic topics was a big hit amongst the crowd-and boy was there a crowd! We had an excellent turn out for this compelling event. The night ended on a high note with delicious hors d’oeuvres, good wine and mingling amongst guests and advisors.

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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