The most important thing about an investment philosophy is having one you can stick with. Ours is based on two core principles: keep it simple and focus on what you can control. This means we use low cost, tax efficient, diversified portfolios that allow clients to keep more of their return.
No Hunches | No Guesswork | No Drama
“Chris, Dixie and the team at Beacon Hill have continued to impress me with their passion for client service and investment expertise. Highly recommended for anyone looking for a great team to help manage their wealth.”
Phil Hogan - Partner - Hutcheson & Co