006 IAQ: How Many Funds Are There in a Well Diversified Portfolio?

Perhaps your portfolio is not as well diversified as you think! Cassie Laymon and Hillary Sunderland, Chief Investment Officer of LightPoint™ Portfolios discuss several factors that contribute to diversification that lowers the risk to your clients. Click here to go to the LightPoint™ Portfolios website: LightPoint™ Portfolios Full transcript below. Transcript Cassie: So Hillary, welcome…

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002 IAQ How Do I Decide Which Business Practices to Screen from My Portfolios?

Welcome to this week’s INFREQUENTLY ASKED QUESTION: How Do I Decide Which Business Practices to Screen from My Portfolios? Many advisors would like a straight-forward, black and white approach to portfolio screening. They would like a widely accepted definition of faith based investing, but that doesn’t exist. In this video, Hillary Sunderland and Cassie Laymon discuss…

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Beacon Wealth Consultants Launches Turn-Key Portfolios for Christian Advisors

ROANOKE, Va., Aug. 28, 2018 /PRNewswire/ — Beacon Wealth Consultants today introduced LightPoint Portfolio Solutions™. These turn-key, risk-based portfolios are the most comprehensive suite of Biblically Responsible Investments (BRI) available for wealth advisors. “We’re very excited to offer independent advisors a turn-key solution for implementing Biblically Responsible Investing,” said Cassandra Laymon, President of Beacon Wealth. “This…

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Beacon Wealth Consultants, Inc. Welcomes New Chief Investment Officer, Hillary Sunderland

Roanoke, Virginia – September 1, 2017 – Hillary Sunderland joined the Beacon Wealth Consultants, Inc. team as Chief Investment Officer in our State College, PA office on September 1, 2017. In her role as Chief Investment Officer, Hillary Sunderland, a Chartered Financial Analyst (CFA), will take over portfolio management duties for Beacon Wealth Consultants’ LightPoint…

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