Beverly Investment Advisors LLC

Beverly Investment Advisors, LLC is a Beverly Hills-based investment management firm founded in 2007. The firm specializes in providing customized independent, objective advice on asset management, retirement planning, and pension consulting for individuals, high net-worth individuals, endowments, pension and profit-sharing plans, and corporate entities. Beverly Investment Advisors offers three types of advisory services: portfolio management, pension consulting, and financial planning. The firm exercises limited discretionary portfolio management services, with the ability to make investment decisions without prior client consent. Client portfolios typically consist of a mix of no-load mutual funds, exchange-traded funds, and fixed income securities. The firm's investment methodology involves fundamental research and a four-step process to identify suitable investments. Beverly Investment Advisors charges portfolio management fees based on a tiered annualized fee schedule, with fees payable quarterly in advance. The firm also provides pension consulting services and financial planning advice, with fees based on a percentage of assets under management or a fixed fee structure. Clients are encouraged to carefully consider the risks associated with investing, including market, interest rate, credit, and foreign investment risks. The firm does not charge performance-based fees or engage in side-by-side management. Beverly Investment Advisors does not vote proxies on behalf of clients and does not have any disciplinary events to disclose. The firm receives economic benefits from its custodian, Charles Schwab & Co., Inc., in the form of support services and products. Clients are encouraged to review account statements promptly and compare them with statements received from the firm. Beverly Investment Advisors does not vote proxies on behalf of clients and does not have any disciplinary events to disclose. The firm receives economic benefits from its custodian, Charles Schwab & Co., Inc., in the form of support services and products. Clients are encouraged to review account statements promptly and compare them with statements received from the firm.