BEACON FINANCIAL Overview

Beacon Financial Group is an investment advisor that manages 611.8 MM dollars in regulatory AUM and has 10 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/13 to 09/30/16. The fund's latest filing disclosed 476MM in positions, representing 78% of the manager's regulatory AUM.

BEACON FINANCIAL StockAlpha

-1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BEACON FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FPE 3.28% ETF -2.42% -0.14% 1 1%
VIG 3.12% ETF 3.4% -0.03% 0 6%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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BEACON FINANCIAL Founders and Key Employees

Name Title In Position Since
Stephen A. Engro President/ Treasurer/ Chief Compliance Officer/ Secretary January-2000
Brett R. Schneider Director January-2009
Lori M. Lieser Vice President April-2000
Eric J. Zipfel Senior Vice President March-2010
Mark Diamond Senior Vice President December-2010

BEACON FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

BEACON FINANCIAL Investment Strategy

Item 8


METHODS OF ANALYSIS, SOURCES OF INFORMATION AND INVESTMENT STRATEGIES

Beacon Investment Advisor Representatives maintain continuous dialogue with other advisors and investment managers to monitor risk, exposure, and performance in our client’s portfolios. We utilize a variety of resources to conduct an analysis for the investment strategies particular to our clients. These include, but are not limited to:

 Research offered by our advisory committee of NFP Advisor Services, LLC.
 Fundamental and technical analysis including charting as well as some cyclical weighting based on macroeconomic analysis
 Financial newspapers and magazine
 Inspections of corporate activities
 Research services prepared by others, such as Morningstar
 Corporate rating services
 Commercially available services regarding investments and taxation of investments
 Annual reports, prospectuses, filing...
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BEACON FINANCIAL Portfolio Concentration

BEACON FINANCIAL Location

17300 PRESTON RD, SUITE 120
ATTN;C/O MINDY LEA KIRBY
DALLAS, Texas
UNITED STATES, 75252-5654

BEACON FINANCIAL Contact Information

Phone Number: 972-726-9888
Fax Number: 972-726-9880
Website:

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