Roanoke, VA — August 10, 2020. Beacon Wealth Consultants , Inc. is pleased to announce that their LightPoint™ Portfolios MF/ETF Aggressive strategy has earned an Overall Morningstar™ Rating of 4 stars out of 109 separate accounts in the Asset Allocation – 85%+ Equity category for the period ending June 30, 2020.
The LightPoint™ Aggressive MF/ETF strategy seeks very aggressive growth by investing primarily in mutual funds, exchange traded products and closed-end funds.
Reflecting on this news CEO Rick Laymon notes, “This Morningstar™ rating validates what we have known and demonstrated over 20 years of managing Biblically Responsible Investing portfolios — you don’t necessarily have to sacrifice quality performance in order to honor your faith values with your investing.”
As part of a rigorous Biblically Responsible Investing process, the investment managers selected for inclusion in the LightPoint™ Portfolios are diligently screened to exclude equity ownership of companies that are engaged in business practices and philanthropic activities and/or activism that run counter to traditional Judeo-Christian principles on a best efforts basis. Specifically, these are companies involved in the abortion and pornography industries (zero tolerance, including abortion philanthropy); companies that are the most aggressive advocates of anti-family lifestyles and causes; companies primarily engaged in predatory lending; companies with significant human rights violations; and companies that promote and exploit human addiction: alcohol, gambling and tobacco stocks for whom this primary business activity exceeds 5% of revenues. 
Alternatively, the LightPoint™ Portfolios seek to identify attractive investment opportunities in Shining Light Companies, which are defined as those exemplary companies that live out the Golden Rule in their varied business practices; demonstrate strong servant leadership and corporate governance; and create compelling value through the products and services they offer.
The LightPoint Portfolios are managed and distributed by Beacon Wealth Consultants , Inc., a Registered Investment Adviser under the U.S. Securities and Exchange Commission. For more information, please contact us at (540) 345-3891 or firstname.lastname@example.org  . Past performance is not indicative of future results.
© 2020 Morningstar™. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar™ and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. The Morningstar Rating™ is presented as supplemental information.
The Morningstar Rating™for funds, or “star rating”, is calculated for separate accounts with at least a three-year history. It is calculated based on a Morningstar™ Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar™ Rating does not include any adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar™ Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/ 20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.
ROANOKE, Va., Aug. 28, 2018 /PRNewswire/ — Beacon Wealth Consultants today introduced LightPoint Portfolio Solutions™. These turn-key, risk-based portfolios are the most comprehensive suite of Biblically Responsible Investments (BRI) available for wealth advisors.
“We’re very excited to offer independent advisors a turn-key solution for implementing Biblically Responsible Investing,” said Cassandra Laymon, President of Beacon Wealth.
“This is a great opportunity for advisors to differentiate their practices by integrating values into their clients’ investment portfolios. Nearly 80% of Christian investors have expressed interest in investing in faith-based funds, but only about 3% of their investments actually do so.”
The LightPoint Portfolios™ come at a time when interest in values-based investing in general has never been higher.
According to a 2017 study by Morgan Stanley, three-quarters of investors expressed interest in achieving positive social impact as well as financial returns. Recent research by the asset management firm Natixis revealed that 82% of those surveyed wanted their investments to reflect their personal values.
Despite the opportunity for Christian advisors, they have faced a number of logistical hurdles that have hindered their ability to incorporate faith-based investments. Laymon says their LightPoint Portfolios™ were created to address these concerns.
“We’re providing advisors with a streamlined process for engaging with us, collateral materials to educate their clients, and a uniform screening methodology. We want to ignite a movement of Biblically Responsible Investing, and to help do that, we’re equipping advisors with a wide range of professionally-managed portfolios.”
The LightPoint Portfolios™ are comprised of three different strategy offerings:
- Mutual Fund/ETF – A strategic asset allocation approach rooted in the expertise of Ibbotson Associates
- Core/Satellite – An opportunistic strategy that offers a flexible method for tactically adapting to changes in market trends as they occur
- Kingdom(k)TM – An innovative 401(k) solution that provides outsourced plan administration, fiduciary protection, and custom plan design
Hillary Sunderland, CFA® is the Chief Investment Officer for Beacon Wealth Consultants and Portfolio Manager for LightPoint Portfolios™. Prior to joining Beacon Wealth, she served as CIO at a Registered Investment Advisor with over $1 billion in assets under management.
Beacon Wealth Consultants is a comprehensive financial planning and investment management firm founded 20 years ago to help clients gain the clarity they need to plan well and make biblically-wise investment choices.
If you would like more information about this topic, please visit LightpointPortfolioSolutions.com  or contact Cassandra Laymon at Cassandra@beaconwealth.com  or 540-345-3891
Roanoke, Virginia – September 1, 2017 – Hillary Sunderland joined the Beacon Wealth Consultants, Inc. team as Chief Investment Officer in our State College, PA office on September 1, 2017.
In her role as Chief Investment Officer, Hillary Sunderland, a Chartered Financial Analyst (CFA), will take over portfolio management duties for Beacon Wealth Consultants’ Lightpoint Portfolio Solutions™ and assume leadership of the firm’s Investment Committee. Additionally, she will bring her many years of experience to develop new investment strategies for the firm. We are excited to welcome Hillary to our leadership team as Beacon Wealth Consult ants, Inc. continues to grow our leadership position in the Biblically Responsible Investing movement nationwide.
Hillary graduated magna cum laude from Bucknell University with a Bachelor of Arts degree in economics and earned the Chartered Financial Analyst® designation in 2009. Shortly after graduating from college, she was deeply impacted through studying what God’s word says about handling money and saw the need to take the message of stewardship, financial literacy and responsible investing to others. Hillary has co-led numerous small group studies focused on biblical financial principles and most recently was the co-founder of a firm focused on BRI.
Prior to joining Beacon Wealth Consultants, Inc. and co-founding a BRI firm, she served as Chief Investment Officer at a federally Registered Investment Advisor with over $1 billion in assets under management. She has served as a portfolio manager covering the construction of faith-based and socially responsible investment portfolios, taxable and municipal bond ladders and managed client accounts at another nationally-recognized firm. These skills, coupled with her passion for biblically responsible investing, have equipped her for her present role of leading the investment strategies of Beacon Wealth Consultants and giving investors a louder voice in the marketplace as they align their investments with their values.
Biblically Responsible Investing Firm Continues to Grow
Roanoke, Virginia – May 23, 2017 – Jerry McMillan joined the Beacon Wealth Consultants, Inc. team as a Wealth Advisor in April in the Roanoke, VA area. Although new to Beacon, he is not new to the industry. He has over 25 years of experience serving the financial needs of his clients.
Jerry is a graduate of Virginia Western with a degree in Business Management. He spent 15 years with Nationwide Insurance, assisting individuals and businesses with property & casualty insurance, life insurance and investments. For the last 10 years, Jerry has worked as a Private Advisor with BB&T Wealth. While at BB&T, Jerry worked to understand the unique needs of each client and develop an integrated action plan. This holistic approach, focusing on financial planning, investments and insurance, allowed him to guide clients toward their financial objectives.
Now with Beacon Wealth, Jerry is excited to introduce Biblically Responsible Investing to his clients to positively impact their lives. He states, “My hope is to give clients the peace of mind to know they are on the right path or to help with the necessary adjustments to get them there. The caring, knowledgeable team at Beacon Wealth will provide an experience that is uncommon in the financial world today. ”
BWC is a Fee-only Registered Investment Advisory firm designed to serve the unique wealth management needs of affluent Christian families, trusts and organizations. For nearly 20 years, our team of highly qualified advisors has helped hundreds of families gain the clarity they need to plan well and make biblically-wise investment choices.