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My firm [Beacon Bay Asset Mgmt. LLC] is a registered RIA in Arizona and several other States. We manage private client portfolios and focus on energy, industrials, MLPs, and technology with long equity or options or both. Founded in 2006. I (Jim Willis) live in Peoria, Az., a surburb of Phoenix. Yes, the weather here is fabulous 9 months of the year.
Registered Investment Advisor (RIA).
Commodities, Developed International Markets, Dividend stock ideas & income, Energy stocks, Options, Stocks - long, Tech stocks
Beacon Bay Asset Mgmt LLC
Focus on client age between 50-70 approaching retirement or in retirement. Offer income strategies via credit spreads on large indexes, and equity investments from dividend yield to energy/basic materials/tech positions. Use technical analysis and extensive due diligence prior to entering positions. Number
one rule is to protect capital.
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