Financial advisor

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.

Bryant & Brannock is an independent Registered Investment Advisory firm located in Durham, NC. We offer investment advice, portfolio and endowment management, fee-based financial planning, and retirement plan support services.

We work closely with non-profit, small business and corporate clients regarding their needs by assisting and advising decision-makers to assess, shape, and maintain the portfolio, 401(k) or 403(b) plan that meets their needs. From design to implementation to maintenance and employee education, we bring the same level of individualized attention to our clients, large or small.