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VerifiedInvestment Management· Founded 2000

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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HeadquartersDayton, United StatesEmployees26(11 to 50)Annual revenue$10M to <$50MFounded year2000Websitebeaconinvesting.comLinkedIn profileLinkedIn

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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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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