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 06/30/19. The fund's latest filing disclosed 586MM in positions, representing 96% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/13 to 06/30/19. The fund's latest filing disclosed 586MM in positions, representing 96% of the manager's regulatory AUM.
BEACON FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BEACON FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| DGRW | 7.34% | ETF | -1.76% | 0.03% | 3 | 2% | ||
| FPE | 3.03% | ETF | 1.26% | 0.06% | 1 | 0% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
BEACON FINANCIAL Portfolio Concentration
BEACON FINANCIAL Location
17300 PRESTON RD, SUITE 120
ATTN;C/O MINDY LEA KIRBY
DALLAS, Texas
UNITED STATES, 75252-5654
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: http://www.beaconfg.com
Fax Number: 972-726-9880
Website: http://www.beaconfg.com
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