Beacon Pointe Advisors

Beacon Pointe Advisors, LLC is an employee-owned family office and consulting firm established in 2002, headquartered in Newport Beach, California. The firm primarily serves high net worth individuals, as well as a diverse clientele that includes pooled investment vehicles, pension and profit-sharing plans, charitable organizations, governmental entities, insurance companies, and corporations. Beacon Pointe Advisors specializes in wealth management and consulting, providing services such as performance measurement, asset allocation, investment policy design, and institutional consulting. The firm employs a blend of quantitative and qualitative analysis to inform its investment strategies, focusing on public equity and fixed income markets. In addition to its main office in Newport Beach, Beacon Pointe has multiple locations across California and in other states, including Arizona, Colorado, Florida, Massachusetts, Pennsylvania, Texas, and New Jersey.