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.
Mary Margaret Kiser
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Charlotte Area NC
South Piedmont NC
Triad Area NC
Triangle Area NC