Beacon Capital Management, Inc
FUNDAMENTALLY IMPROVING THE SCIENCE OF INVESTING Beacon Capital Management, Inc.(Beacon) is a next-generation registered investment advisory firm that offers long-term investors innovative portfolio management solutions that work to capture gains while striving to limit losses from today’s market volatility. At Beacon, we believe in taking a fundamental approach to portfolio management. We don’t just tell investors to “buy and hope” with their managed investments, nor do we advise investors to continue to rebalance a portfolio to some “ideal” 60/40 split. We are proud to provide strategically designed portfolios that seek to put the needs of today’s investors first and foremost. We design and manage investment portfolios based on research from Nobel-Prize winning scholars, mathematical formulas and mechanical execution strategies. Each of our portfolio models offers proprietary risk management solutions, with a driving goal of working to deliver consistent returns for the mid to long-term investor. To learn more about Beacon and our products and services, please visit our website at Important disclosures: https://beaconinvesting.com/disclosures/ https://beaconinvesting.com/wp-content/uploads/2023/09/Social-Media.pdf
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Verified contacts
26
available on Kipplo
LinkedIn employees
26
11 to 50 range
Open roles
—
no listings
Distinct roles
18
indexed titles
Tech stack
2
tools in use
Monthly traffic
244
organic / mo
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Decision-makers and verified team members
26 contacts with verified email or phone · masked until revealed.
- JD
John Donovan
Divisional Director · General Business & Management
EmailPhone - TM
Tyler Mays
Director, Business Operations · General Business & Management
EmailPhone - DT
Doug Teague
Regional Vice President of Sales · Sales & Business Development
EmailPhone - JB
James Baccarini
Regional Vice President · Sales & Business Development
EmailPhone - JH
James Hansen
Regional Vice President · Sales & Business Development
EmailPhone - JO
John Osier
Vice President Portfolio Strategy · Finance & Accounting
EmailPhone - KJ
Kartha James
VP of National Accounts · Sales & Business Development
EmailPhone - ED
Emily Damman
President · General Business & Management
EmailPhone - MF
Micah Fretz
Forthright Capital Partners · Other
EmailPhone
Showing 9 of 26 verified contacts
Top roles at Beacon Capital Management, Inc
18 distinct titles indexed · top 10 shown.
- 4regional vice president
- 1director of advisor services
- 1director, business operations
- 1divisional director
- 1forthright capital partners
- 1hybrid wholesaler
- 1manager of projects & strategic initiatives
- 1operations and trading specialist
- 1operations specialist
- 1president
- +8more titles
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