You’ll also explore the rates of return you might expect with different approaches and when it may make sense to revisit or adjust your investment portfolio. The insight offered by your advisor can guide you to a greater understanding of your investments and greater confidence in how they’re working for you.

Investors often worry that what works now may not be the best fit in the future. If you’ve ever worried about the future of your investment portfolio or whether a past investments or products still makes sense for you, we can help.

At Beacon ICG, we recognize that investment isn’t a one-and-done activity. It’s not as though you’ll look at your portfolio today and then again in twenty years. You’ll need investments that can grow with you and evolve in light of the economic, investment and political backdrop – making changes as you move forward. So, our advisors will work with you to design, utilize and refine an investment plan that works for you now and in the future. And we’ll be by your side to assist with changes along the way.

Our team of professionals prides itself on constantly developing our understanding of available strategies and products so that we can share that insight with you. The result is an investment experience that’s personal, professional, and impactful.