Welcome to Beacon Investment Management, a Registered Investment Advisor based in Raleigh, NC. If you are a first-time visitor, please take a few minutes to browse our public areas to learn more about us. If you have any questions or would like additional information, 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 provides an archive of 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.