Do you know how much risk is in your Portfolio?

Are you happy with your investment results?

Are you comfortable with current market volatility and its impact on your investments?

Portfolio Review

We are here to help

If you answered No to any of the above questions, it may be time to find more about your portfolio holdings and perhaps redesign your portfolio. The first and most important step is to assess the level of risk inherent in your portfolio. Beam Capital Management offers an unbiased, comprehensive, and completely confidential and discrete portfolio risk review and evaluation. A portfolio manager will review your investment holdings and submit a written report that includes a detailed analysis of the level of risk in your portfolio.

Why Choose US?

We are a Fiduciary, we put your best interest ahead of ours. We are Objective, our fees are not commission based. We are Independent, we only serve you. Advisers serving you possess an MBA & other advanced financial training. Our Investing insights are often quoted in the financial media.

We have discovered that many investors consistently underestimate the level of risk in their portfolio or, even worse, have no idea how much risk they are taking. Even those currently working with a stock broker or other adviser will benefit from an independent second opinion.

Here is what you will get:

  • Personalized written portfolio review highlighting risks and areas of concern given your profile.
  • Personalized recommendations to reduce risk and correct any concerns we discover.
  • Up to one hour consultation with a registered investment advisor to go over any questions you have.

Receive all of the above for a one-time fee of $199. If within 6 months you decide to use our managed account services we will give you a $199 credit towards our management fees.

Have a question? Call us toll free at 877-536-9492

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