Beacon Pointe, based in Newport Beach, Ca., is one of the largest independent RIAs in the U.S. with over $4 billion in assets under advisement.
The firm specializes in working with endowments, foundations, institutions, and high-net-worth individuals.
Beacon Pointe Advisors is 100% employee owned and is unique in their diligent manager research process. Their internal research team searches the investment world to identify stable and proven investment managers that meet or exceed strict performance and qualitative criteria.
The focus is on investment management versus marketing to grow a client base. As our valued client, Willis-Consulting, Inc. is assisting Beacon Pointe in identifying wirehouse advisors with a fee based mind set and who have at least $20 million in AUM.
Beacon Pointe will hold private due diligence meetings with interested and qualified candidates who are interested in learning more about Beacon Pointe.
Please call for details: 310-373-7400 or 480-361-9490.