We are Beacon Investment Management, a Registered Investment Advisor based in Raleigh, NC. We would like to change the way you think about investing.

You CAN live your life

with less risk

and more confidence.

To learn how, please visit Our Approach section for a brief overview. If you have specific questions or would like to arrange a free, no obligation consultation, please contact us.

Clients, you can now view expanded reporting on the status of your accounts, gain better insight into the publications and analyses that influence our strategy, and find helpful tools for financial planning.  

OUR SITE INCLUDES: 
 Friday Brief section contains all of our our weekly client updates.

 Resources page contains some of the publications that influence our strategic and tactical thinking as well as recent economic news. 

 Clients section (protected by password) offers the latest daily, monthly, and quarterly performance reports.  The Clients section also provides detailed information about the securities held in our model portfolios.