Beacon Capital Management, Inc.

Beacon Capital Management, Inc. is an Ohio S-Corporation established on July 1, 2000, and registered with the SEC. The firm offers investment advisory services, including Investment Advisory Services, Impersonal Advisory Services, Separately Managed Account Advisory Services, and more. Beacon provides four model portfolios with varying strategies, such as the Beacon Vantage 1.0, 2.0, and 3.0 Models. The minimum account size for these portfolios is typically $25,000. The firm utilizes technical analysis and a mechanical investment management approach to minimize market volatility. Beacon does not receive performance-based fees and does not accept compensation for the sale of securities. The firm participates in custodial programs with Schwab and First Clearing, LLC, receiving benefits such as research products and services. Beacon does not take custody of client funds and does not require prepayment of fees. The firm's employees are subject to a Code of Ethics, and client accounts are monitored regularly. Beacon does not vote on client securities and has not been subject to a bankruptcy petition in the past ten years.