Beacon Pointe is an independent advisory firm dedicated to providing thoughtful investment guidance and comprehensive consulting services to institutions. Beacon Pointe’s Institutional Consulting Services Group emphasizes the importance of process in order to understand each unique client, design a customized strategy, and oversee the investment portfolio. Beacon Pointe partners with clients either in an advisory (non-discretionary) capacity, an outsourced CIO (discretionary) capacity or through a hybrid approach. Clients are served by a team of local investment professionals who employ their industry experience, community involvement and expertise to enhance the overall service experience.
Contact Information:
Mary Margaret Kiser
(828) 684-2600
Category:
Organization Type:
Business
County:
Buncombe County
Do you have staff who speak Spanish?:
no
Do you offer a discount for our members?:
no
Regions Served:
Central-Eastern NC
Charlotte Area NC
Northeast NC
Northwest NC
South Piedmont NC
Southeastern NC
Southwestern NC
Triad Area NC
Triangle Area NC
Statewide
National