Vanguard
VANGUARD
ABOUT THIS FUND
Vanguard is often referred to as one of the world’s largest and most respected companies when it comes to investing, which is just one of the many reasons Beacon Capital Management has selected its products. Regarded as one of the world’s largest investment management companies, we believe that Vanguard offers the size, stability and experience needed to help investors reach their financial objectives. Beacon Capital Management utilizes Vanguard Exchange Traded Funds (ETFs) in the design of its Vantage 2.0 and 3.0 portfolio models.
Vanguard offers a wide range of low-cost mutual funds and ETFs when compared to similar products, of which we feel are all managed by best-in-class fund managers who have decades of experience, and that strive to consistently deliver competitive long-term investment results. Vanguard ETFs are offered at cost, meaning the expense ratio that investors pay is just what it costs Vanguard to manage the investment, typically a fraction of what other institutions may charge, currently less than one-fifth of the industry average*. Vanguard ETF categories include stocks, bonds, sector-specific and international.
Beacon uses Vanguard products in its Vantage 2.0 and Vantage 3.0 portfolio models because of their potential benefits to investors: • Offering a comprehensive selection of ETFs • Covering a wide range of market segments, sectors and investment styles • Providing tax efficiency due to lower turnover • Striving to keep costs minimal and passing the savings onto the investor client
— FOR MORE INFORMATION — about Vanguard and how its products are utilized in Vantage 2.0 & 3.0 portfolio models, please contact your financial services representative or visit BeaconInvesting.com.
*Based on 2015 U.S. mutual fund industry average expense ratio of 1.01% and Vanguard’s average expense ratio of 0.18%. Source: Lipper, a Thomson Reuters Company. Beacon Capital Management, Inc. is a registered investment adviser with the Securities and Exchange Commission. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Past performance is not indicative of future performance. Additional information about Beacon Capital Management is also available on the SEC’s website at www.adviserinfo.sec.gov under CRD number 120641. Beacon Capital Management only transacts business in states where it is properly registered, notice filed, or excluded or exempted from registration or notice filing requirements.
BeaconInvesting.com | 866.439.9093
ABOUT THIS FUND
Vanguard is often referred to as one of the world’s largest and most respected companies when it comes to investing, which is just one of the many reasons Beacon Capital Management has selected its products. Regarded as one of the world’s largest investment management companies, we believe that Vanguard offers the size, stability and experience needed to help investors reach their financial objectives. Beacon Capital Management utilizes Vanguard Exchange Traded Funds (ETFs) in the design of its Vantage 2.0 and 3.0 portfolio models.
Vanguard offers a wide range of low-cost mutual funds and ETFs when compared to similar products, of which we feel are all managed by best-in-class fund managers who have decades of experience, and that strive to consistently deliver competitive long-term investment results. Vanguard ETFs are offered at cost, meaning the expense ratio that investors pay is just what it costs Vanguard to manage the investment, typically a fraction of what other institutions may charge, currently less than one-fifth of the industry average*. Vanguard ETF categories include stocks, bonds, sector-specific and international.
Beacon uses Vanguard products in its Vantage 2.0 and Vantage 3.0 portfolio models because of their potential benefits to investors: • Offering a comprehensive selection of ETFs • Covering a wide range of market segments, sectors and investment styles • Providing tax efficiency due to lower turnover • Striving to keep costs minimal and passing the savings onto the investor client
— FOR MORE INFORMATION — about Vanguard and how its products are utilized in Vantage 2.0 & 3.0 portfolio models, please contact your financial services representative or visit BeaconInvesting.com.
*Based on 2015 U.S. mutual fund industry average expense ratio of 1.01% and Vanguard’s average expense ratio of 0.18%. Source: Lipper, a Thomson Reuters Company. Beacon Capital Management, Inc. is a registered investment adviser with the Securities and Exchange Commission. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Past performance is not indicative of future performance. Additional information about Beacon Capital Management is also available on the SEC’s website at www.adviserinfo.sec.gov under CRD number 120641. Beacon Capital Management only transacts business in states where it is properly registered, notice filed, or excluded or exempted from registration or notice filing requirements.
BeaconInvesting.com | 866.439.9093
