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Beacon Pointe Advisors

Corporate Partner

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Beacon Pointe provides specialized Investment Consulting Services for institutional clients, including Native American Tribes. Our consultants have more than twenty years of experience working with Native American Tribes. Our specialized services include: development of Investment Policy Statements and Guidelines, investment guidance for Operating Funds, Intermediate Purpose Funds, and Long-Term Endowment/Sustainability Funds, investment planning for capital budget and spending requirements, asset allocation optimization and scenario analysis, development of strategic asset allocation plans and implementation of tactical allocation decisions, and investment-related education for the Tribal Council and Finance Department professionals.

For more information please contact:
Mike Breller, Managing Director
mbreller@bpadvisors.com
(949) 718-1602