Beam Capital Management is a New York-based, independent and registered investment and wealth management firm catering to individuals, foundations, endowments, family offices, and other institutional investors through separately managed accounts. Our mission is to assist our clients in meeting their investment objectives by managing their assets with proven and disciplined investment strategies. Our investment approach emphasizes long-term value investing with a disciplined approach to risk management. Regardless of account size, each client portfolio receives the highest standards in investment management and customer service.
We only provide fee-only investment management services as a Fiduciary. Our advice is truly objective and aimed to solely benefit our clients. Our asset-based fee structure insures that our incentives are aligned with those of our clients.
We are always grateful for the opportunity to partner with our clients in helping them meet their objectives. We invite you to take a look at our variety of services and look forward to answering any of your questions.