Advisor Solutions
Our client-centered advisory relationship approach starts with helping clients think about personal goals, both short and long term, and the range of possibilities - essential elements of success.
We offer turn-key prime brokerage services clearing through Pershing, LLC. on a fully disclosed basis with the ability to settle both foreign and domestic securities.
We partner with emerging and established funds to build long-term relationships. We offer top-tier prime brokerage services to manage risk, monitor portfolios, maintain liquidity, and build your businesses. Our strong financial position, personalized technology solutions, and operational excellence enable you to conduct business with confidence and ease. In an effort to support your evolving needs, our team delivers a premier user experience. Fund managers will directly benefit from our operations, systems, and trading expertise.
We strive to provide industry-leading investment and advisory services to both individual investors and large institutions. You, your needs, and your financial goals are at the center of our priorities. These core principles underscore our efforts to provide you with a smoother ride and more attractive outcomes, while investing for the long term. By “optimizing” portfolios, we seek to better mitigate the potential for drawdown, preserve and grow capital during downturns, and help recover from drawdown more quickly than is the case with traditional portfolios. We are a provider of investment management and financial advisory services to institutional and high net worth investors. Our clients come to us with investment portfolios corresponding to their life stages and questions about how those assets can enable them to meet their goals. Those goals typically include funding education or achieving their desired retirement lifestyle. Some also wondered how their plans could provide for the possibility of supporting aging parents or extended costs for their own care. Others worried about missing opportunities to grow or protect their wealth that could make a difference in meeting their financial objectives.
Regardless of portfolio size or life stage, we address clients’ concerns and craft plans to help meet their goals. Through all types of market cycles, we help our clients maintain a disciplined focus on a well-researched investment strategy.
Beech Hill Alternative Investment Services offer a comprehensive approach to starting and maintaining limited partnerships and hedge funds. Our “turn-key approach” includes order entry platforms, access to research, and includes introduction to legal, accounting and audit referrals. From initial consultation to implementation and on-going administration, we have over 30 years experience in this asset space.
Providing clients with a diversified product offering has been a longstanding principle for Beech Hill over the course of the last three decades. These products play a pivotal role in offering a well–balanced portfolio. Returns are linked to the underlying equity security, equity indexes, and basket of equity securities among other product offerings.
Benefits of structured products includes: reduced volatility, tax–efficiency, principle protection, and the ability to generate a return in a relatively flat market.
Beech Hill is your one-stop shop. We offer cash management solutions to maximize your cash flow with minimal effort. We offer the tools you need to keep your business moving forward. We offer direct deposit, check writing, federal fund wires, and account transfer tools. In addition, we take pride in the fact that we know our customers by name. We’re only a phone call away whenever you need access to your cash.
If you are interested in leveraging your assets, perhaps to raise liquidity, hedge your wealth, or further grow your portfolio, our lending specialists can help. We understand that investment needs vary from client to client. With our experts at your side, you can be sure that our lending solutions are perfectly in line with your needs and your individual risk profile.