Beacon Investment Management

Beacon Investment Management, LLC is an employee-owned investment advisor based in Boston, Massachusetts. Established in 1994, the firm provides investment advisory services to a diverse clientele, including high net worth individuals, pension plans, and corporations. It manages separate account portfolios and focuses on public equity and fixed income markets in the United States. The firm primarily invests in equity securities, debt securities, convertible securities, publicly traded real estate investment trusts, mutual funds, and cash equivalents. For equity investments, it targets mid-cap to large-cap companies, employing both qualitative and quantitative analysis to inform its investment strategies. Beacon Investment Management aims to help clients achieve their financial goals through tailored investment planning and management.