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HOME > INSTITUTIONAL CONSULTING > Investment Process & Services
Beacon Pointe initiates the investment process by understanding and determining each client's needs, circumstances, priorities, and goals. Then clear financial goals and objectives are established for the accumulation, preservation, and perpetuation of assets tailored specifically for each client. Investment Policy Creation and Review
An investment policy is created and reviewed to be specifically suited to the needs, circumstances, and requirements for the management of client assets. Asset Allocation
After the needs, circumstances, and requirements of clients are determined, sophisticated asset allocation techniques are employed to determine an optimum asset allocation mix. Manager Search
Finding the best money managers in each asset class requires significant effort and focus. Beacon Pointe works diligently at this task to identify and employ investment managers and strategies that should demonstrate consistently superior results over the long-term. Manager Monitoring / Performance Measurement / Attribution Analysis
Asset allocation strategies and selection of managers are only the initial steps for a successful investment plan. Periodic review of needs, circumstances, and requirements for asset allocation, combined with monitoring of managers selected, is critical to the ultimate success of the investment plan.
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