Beacon Investment Management

Beacon Investment Management, LLC is an employee-owned investment advisory firm based in Boston, Massachusetts. Founded in 1994, the company offers a range of services, including investment planning, asset allocation, and guidance on income requirements and tax considerations. It serves a diverse clientele, including high-net-worth individuals, pension and profit-sharing plans, and corporations. The firm manages separate account portfolios and primarily invests in the U.S. public equity and fixed income markets. Its investment strategy focuses on equity and debt securities, convertible securities, publicly traded real estate investment trusts, mutual funds, and cash equivalents, with a particular emphasis on mid-cap to large-cap companies. The executive management team oversees the firm's asset management activities, utilizing both qualitative and quantitative analysis to inform their investment decisions.