Experience.

More than 200 years of collective investment industry expertise.

Skill.

The ability to adjust allocations and make trades on an efficient, accurate and timely basis.

Discipline.

Decisions based on fundamental investing strategies and rules-based, quantitative signals.

We have helped our clients traverse the market’s peaks and valleys using a combination of fundamental investment strategies and proprietary quantitative systems designed to protect against large market swings. We deliver this risk-mitigating approach through a range of products that seek to meet investors’ varying needs and risk-tolerances—all built on simple, low-cost ETF portfolios.

Technical mountain climbing:

Carefully traversing a mountain using protective harnesses, ropes and anchors, often as part of a team.

Beaumont investment approach:

Participating in the market while seeking to protect against large losses through quantitative models.