Female-Owned RIA Started as Biz School Class Project

Worth Magazine Feature: Female-Owned RIA Started as Biz School Class ProjectBeacon Pointe CEO, Shannon Eusey, had the opportunity to sit down with Worth Magazine to talk about her recipe for success that originally started out as a business school class project. Shannon sheds light on the critical elements that have played a role in Beacon Pointe’s road to becoming a powerhouse firm in the RIA industry, on the heels of recently being named a Top 20 RIA Firm in the nation by Barron’s. Worth’s piece touches on everything from Beacon Pointe’s commitment to culture to the development of their Women’s Advisory Institute and how the RIA industry has evolved since Shannon began the firm in 2002.

 

To read the full article on the Worth Magazine website, click here.

To read the full article on Yahoo Finance, 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.

 

 

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