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INSTITUTIONAL SERVICES

Beacon Trust’s experienced advisors offer a wide range of services for institutions seeking professional financial advisory services.

The services we provide include:

  • Investment Management
  • Cash Management
  • Retirement Accounts

Institutional Investment Management

Beacon Trust takes a fiduciary perspective toward investment management for endowments, foundations and other institutional investors. We can construct portfolios from our hybrid of open architecture and proprietary investment strategies. From this diverse offering we build customized, multi-manager portfolios matched specifically to the goals of institutions.

Beacon Trust has a unique way of managing risk in client portfolios. Through our portfolio optimization process and disciplined, risk controlled investment offerings, we seek to deliver portfolio returns which achieve the long-term goals of the institutions with a minimum of volatility.

Beacon Trust’s institutional investment management offering includes:

  • Investment committee support
  • Manager search and selection
  • Ongoing manager evaluation
  • Portfolio rebalancing
  • Quarterly or monthly performance reporting
  • Quarterly portfolio reviews
  • Quarterly market and portfolio commentary