Beacon Investment Management

Beacon Investment Management, LLC, established in 1999, is a Boston-based, employee-owned investment management firm. It offers investment advisory services to a diverse client base, including high net worth individuals, pension plans, and corporations. The firm specializes in managing separate account portfolios, primarily investing in U.S. public equity and fixed income markets. Its investment strategy focuses on mid-cap to large-cap stocks, along with debt securities, convertibles, real estate investment trusts, mutual funds, and cash equivalents. Beacon's investment process combines qualitative and quantitative analysis to make informed decisions. Additionally, the firm provides services such as asset allocation, income requirements, and tax consideration strategies to help clients meet their financial objectives.