GIPS with stock chart

Using GIPS® Standards to Compare Portfolio Managers

Using GIPS® Standards to Compare Portfolio Managers Many advisors understand the benefits of outsourcing portfolio management – benefits such as tapping into the expertise of professional portfolio managers and increasing the time spent meeting with clients and prospects. One dilemma advisors face in choosing a portfolio manager is how to evaluate their past performance. Acting…

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3 Reasons to Outsource Portfolio Management

3 Reasons to Outsource Portfolio Management   Portfolio management is one of our featured services at Beacon Wealth Consultants and we are so pleased to be able to offer these services to Christian financial advisors. There are several good reasons why advisors should consider outsourcing portfolio management to Beacon Wealth Consultants.   Depth of Expertise…

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Employee looking at God-honoring 401(k) paperwork

Can You Have a God-honoring 401(k)?

As a Christian business owner, you are already incorporating biblical principles into many aspects of your business, but what about your company retirement plan? Is it possible to honor God through your 401(k) plan, and if it is, what would that look like?   Fiduciary responsibility Many business owners don’t understand the personal liability they…

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CMDA National Convention 2022 Logo

Beacon Wealth Consultants Sponsors Christian Medical & Dental Associations 2022 National Convention

Roanoke, VA, 4/19/2022 — Beacon Wealth Consultants, a wealth management company committed to faith-based investing for over 20 years, is pleased to announce its sponsorship of the Christian Medical & Dental Associations® (CMDA) National Convention in Indianapolis. The National Convention brings together Christian healthcare professionals from across the country for several days of learning, fellowship,…

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