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Harnessing the power of Active Index
Investments, Custom Investment
Management with the protection of
Insurance and Risk Management Strategies

An Integrated Process

Custom Investment management provides high net worth investors with a tailored equity-focused strategy to further diversify their portfolio

Insurance plays an important role in protecting you from the unexpected. Insurance products, including life insurance, disability insurance and long-term care, are used in your plan to help mitigate potential risks.

Our active indexing strategies harness the power and efficiency of Exchange Traded Funds (ETFs) with the benefits of diversified, low cost and tax-efficient investment portfolios.

The whole is greater than the sum of its parts” –Aristotle

Managed ETF Portfolios Leveraging our investment management platform, we strategically craft your portfolio, screening and selecting the most appropriate exchange-traded funds--from capital preservation to aggressive growth--for inclusion in your portfolio. Our portfolio management team designs each portfolio with the intent to maximize risk adjusted returns. Portfolios typically hold more than 15 different global asset classes to provide you with a sound, long-term investment strategy.

Your Investment Plan includes an Investment Policy Statement which clearly documents your goals and objectives and describes the strategies that our portfolio management team will use to help achieve those objectives. Also included are the benchmark(s) that will be used to measure the relative performance of the portfolio.

Custom Stock Portfolio *Beauport Financial, in partnership with Joshua Cahill, Founder and Chief Investment Officer of Family Partners Capital LLC, provides exclusive access to a concentrated, long-only public equity strategy. Prior to Founding the firm, Joshua served for 15 years as Senior Research Analyst at PortalonCapital Management, a Boston-based firm.

Risk Management Programs Our unique, client-centered approach to designing, implementing, and managing insurance includes managing the policies over time in order to ensure they continue serving their intended purposes. We use sound carriers that are committed to remaining in the insurance industry and serving policyholders for years to come.

Life insurance strategies are purposeful in design and unified with your medical history in order to present the case to the carrier(s) in the most favorable light possible. Once a plan is in place, we set up systems for ongoing policy management to assure that the plan stays on track.

Ready to talk? Let’s discuss your Financial Blueprint for the future.

*Several members of Beauport Financial Services (BFS) serve as Investment Advisers Representatives of Valmark Advisers, Inc. • Valmark Advisers, Inc, an SEC registered investment advisor. • BFS has entered into an agreement to receive periodic research from Family Partners Capital (FPC). • BFS may use research from FPC to influence investment decisions, however, BFS is making final portfolio management decisions. • Investment results of investors through BFS may differ greatly from results of the composite portfolios of FPC. • Investment decisions by BFS are not tied directly to research from FCP and investment choices may vary from research provided. • Joshua Cahill, and Family Capital Partners, has no affiliation with Valmark Advisers, Inc.