Beta Capital Advisors

Beta Capital Advisors, a Massachusetts registered investment advisor, is dedicated to partner with advisors and their clients to leverage the benefits of Beta investing to help achieve their investment objectives. Beta investing seeks to capture broad equity returns across markets through well diversified, passively managed portfolios. Traditionall... y investors seek to capture Beta through index investing. Beta Capital Advisors offers a unique approach to strive to capture the long-term benefits of index investing while addressing its more prominent shortfalls. Through its BetaCore investing program, array of thought leadership research and insightful educational materials, and Beta oriented advisory services, Beta Capital Advisors is positioned to help investment advisors leverage the potential of Beta investing on behalf of their clients. Institutional investors have long recognized the benefits of passive investing. Broad diversification, low turnover, and reduced costs together yield consistent, tax efficient investment results outpacing most active management approaches over the long-term. With the rapid development of the Exchange Traded Fund (ETF) and index mutual fund markets individuals now have the tools to integrate the core benefits of passive investing in their portfolios. Beta Capital Advisors has developed a unique approach to building asset allocation tools combining the diversification, low turnover, and low cost advantages of index investing with the benefits of a disciplined rebalance risk management program. The combined approach results in broader diversification relative to traditional capitalization weighted index products with reduced risk of concentrated exposure across market segments. The approach preserves the tax efficiency and attractive long-term performance of traditional index investing through limited turnover and implementation costs. The firm also supports investment advisors develop and integrate asset allocation programs into their investment practices and conduct ...Read More