Beacon Retirement Planning Services, Inc. disclosed a new stake in Kimberly-Clark Corp. in a filing on September 30, 2020
Oct 18, 2020
Institutional Holdings Changes
Beacon Financial Group's investment approach is long-term in focus. Securities purchases are generally made with the intent that they will be held long-term. The firm may employ short-term transactions as appropriate to the client. Beacon may use technical, fundamental and sentiment indicators to guide their selection of certain investment strategies. They may also use top-down and bottom-up approaches as a means of determining the asset classes and evaluation of a particular security against the economic environment.