5.0
Aug 28, 2021
Recommend
CEO approval
Business Outlook
Pros
Beacon Pointe truly has a client focus and tremendous resources for clients including institutional investment offerings, unique alternative investment strategies, robust financial, tax, and estate planning. They also have a focus on offering values based investing portfolios to clients that are interested. The people are also great. Best move of my career.
Cons
Growing very fast! Some clients look at bigger firms as being a negative but this is a good problem to have.