We are a next-generation registered investment advisory firm that offers long-term investors innovative portfolio management solutions that work to capture gains while limiting losses from today’s market volatility.
Beacon Selective Risk Fund
The Beacon Selective Risk Fund seeks to participate in the equity market to capture reasonable upside in bull markets and attempts to minimize losses through a mechanical risk mitigation mechanism that exits specific sectors when market conditions weaken.
Beacon Tactical Risk Fund
The Beacon Tactical Risk Fund seeks to participate in the equity market to capture reasonable upside in bull markets and attempts to minimize losses through a mechanical stop-loss process when market conditions weaken.
Beacon Dynamic Allocation Fund
Beacon’s Dynamic Allocation Fund seeks to adjust a portfolio allocation across multiple asset classes throughout economic cycles, using macroeconomic analysis to set portfolio risk targets.