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Beacon Investment Advisory Services, Inc.
Valerie Murray · Investment Advisor · Value
Beacon Investment Advisory Services, Inc., operating under the brand name Beacon Trust, is a full-service wealth management firm and SEC-registered investment adviser headquartered in Morristown, New Jersey. A subsidiary of Beacon Trust Company and owned by Provident Financial Services, Inc. (NYSE: PFS), the firm provides a comprehensive suite of services including investment advisory, financial planning, tax compliance, and trust and estate administration. With approximately $4 billion in assets under management, the institution serves high-net-worth individuals, families, and institutional clients. Beacon Trust employs a team-based approach to deliver customized wealth management solutions, focusing on the full lifecycle of wealth creation, management, and intergenerational transfer. The firm's growth has been significantly bolstered by strategic expansions, such as the 2019 acquisition of Tirschwell & Loewy, which extended its regional footprint and service capabilities to the New York City market.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +30.1% |
| YTD return | +21.2% |
| Sharpe ratio | 3.51 |
| Win rate | 65% |
| AUM | $1.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://beacontrust.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MSFT | Microsoft Corporation | 9.1% | -0.2% |
| AAPL | Apple Inc | 8.0% | +30.0% |
| NVDA | NVIDIA Corporation | 7.0% | +16.0% |
| AMD | Advanced Micro Devices Inc | 6.2% | +190.7% |
| JPM | JPMorgan Chase & Co | 6.0% | +13.5% |
| GOOGL | Alphabet Inc Class A | 5.9% | +38.8% |
| PANW | Palo Alto Networks Inc | 5.4% | +67.4% |
| MA | Mastercard Inc | 5.1% | +0.8% |
| MS | Morgan Stanley | 5.0% | +27.7% |
| AMGN | Amgen Inc | 4.8% | +8.2% |
| AMAT | Applied Materials Inc | 4.4% | +89.5% |
| SCCO | Southern Copper Corporation | 4.4% | +11.0% |
| ADI | Analog Devices Inc | 4.3% | +49.3% |
| CAT | Caterpillar Inc | 4.3% | +21.7% |
| FTNT | Fortinet Inc | 3.7% | +44.4% |
| ROST | Ross Stores Inc | 3.7% | +40.9% |
| IDXX | IDEXX Laboratories Inc | 3.2% | -18.7% |
| JNJ | Johnson & Johnson | 3.2% | +21.7% |
| TJX | The TJX Companies Inc | 3.1% | -12.7% |
| VRTX | Vertex Pharmaceuticals Inc | 3.1% | -7.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | SELL | AMAT | 4.8% → 4.4% |
| Aug 24, 2026 | SELL | AMD | 6.3% → 6.2% |
| Aug 24, 2026 | SELL | MSFT | 9.3% → 9.1% |
| Aug 24, 2026 | BUY | FTNT | 3.8% → 3.7% |
| Aug 24, 2026 | SELL | GOOGL | 6.0% → 5.9% |
Investment Style Analysis
Beacon Investment Advisory Services, Inc. is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $1.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Infrastructure and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, Beacon Investment Advisory Services, Inc. made a significant move by reducing the position in AMAT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Beacon Trust’s investment philosophy centers on achieving superior risk-adjusted returns through fundamental research and a disciplined, long-term perspective. The firm prioritizes capital preservation and risk mitigation by emphasizing diversification and rigorous position sizing across its portfolios. Its core strategy focuses on identifying high-quality companies with compelling financial characteristics—such as high return on equity and strong free cash flow—that are trading at a discount to their intrinsic value. By balancing value-oriented selections with disruptive catalysts, the firm aims to capture long-term capital appreciation while navigating market volatility. Additionally, Beacon Trust integrates active management in its fixed-income portfolios to prioritize safety and liquidity, alongside innovative multi-asset and options-based strategies designed to manage downside risk and enhance overall portfolio outcomes for its clients.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Beacon Investment Advisory Services, Inc..
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Frequently asked questions
How is the simulated portfolio for Beacon Investment Advisory Services, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Beacon Investment Advisory Services, Inc.'s largest holding?
As of the latest filing, Beacon Investment Advisory Services, Inc.'s top position is Microsoft Corporation (MSFT), representing 9.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Beacon Investment Advisory Services, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +30.1% with a win rate of 65%. Notably, the portfolio maintains a Sharpe Ratio of 3.51, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Beacon Investment Advisory Services, Inc. primarily invest in?
Beacon Investment Advisory Services, Inc. has a strong preference for the Software - Infrastructure sector, which makes up 18.3% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Beacon Investment Advisory Services, Inc.'s portfolio concentrated or diversified?
Beacon Investment Advisory Services, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 24.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Beacon Investment Advisory Services, Inc. performed in 2026?
Our AI-simulated model portfolio for Beacon Investment Advisory Services, Inc. tracks a Year-to-Date (YTD) return of +21.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Valerie Murray manage Beacon Investment Advisory Services, Inc. directly?
Yes, Valerie Murray serves as the key portfolio manager for Beacon Investment Advisory Services, Inc., overseeing the investment strategy and final capital allocation decisions.