We are a next-generation registered investment advisory firm that offers long-term investors innovative portfolio management solutions that work to capture gains while limiting losses from today’s market volatility.
Beacon Tactical Fund
The Beacon Tactical Risk Fund seeks to participate in the equity market to capture reasonable upside in bull markets and attempts to minimize losses through a mechanical stop-loss process when market conditions weaken.
Beacon Selective Fund
The Beacon Selective Risk Fund seeks to participate in the equity market to capture reasonable upside in bull markets and attempts to minimize losses through a mechanical risk mitigation mechanism that exits specific sectors when market conditions weaken.