BEACON HILL INVESTMENT ADVISORY, LLC

Overview

Beacon Hill Investment Advisory, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional clients, delivering financial planning and discretionary portfolio management for individuals, small businesses, and institutional entities. Its service menu includes fee arrangements based on a percentage of assets under management along with hourly and fixed-fee engagements. The firm’s stated advisory capabilities also encompass pension consulting services. Separately, Beacon Hill maintains industry affiliations that involve sponsoring limited partnerships and acting in GP/managing-member roles for pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives