Firm at a Glance
FIRM TYPE
Asset Manager
LOCATION
Needham, MA
FOUNDED
2009
AUM
$1B - $5B
FOCUS
EquitiesFixed Income
PRODUCT FOCUS
ETF
Overview

Beaumont Capital Management (BCM) is an asset management firm that delivers predominantly quantitative growth strategies with inherent defensive capabilities to investment professionals, institutions, consultants and retirement plans. Our solutions are designed to improve investor outcomes through proprietary technology, artificial intelligence and machine learning, quantitative analysis and investment rules.  

BCM’s ETF-based portfolios are powered by three distinct rules-based systems, each with their own disciplined process for seeking growth and managing risk. However, each has a common objective of removing emotion from investing and reducing volatility and drawdown.   

We are all human. We all have emotions. Emotions do not belong in the investment decision making process. So we created rules-based processes to power the buy and sell decisions so our clients don’t have to. We focus our business activities and the execution of our strategies on providing both financial and emotional sustainability to advisors and their clients.