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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: 
greenarrow.jpg Friday Brief section provides an archive of our weekly client updates.

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

greenarrow.jpg 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.

   
TODAY'S NEWS:

 

  • SPECIAL NOTICE:
    You can now receive your trade confirma- tions faster via email. To initiate this service call Patty Hall at 1-888-621-5885 or email phall@beaconinvest.com

REVIEW OUR LATEST BRIEFS:
READ THE ANALYSES & ARTICLES THAT SHAPE OUR THINKING:

 

 
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