Beaumont Capital Management (BCM) was an asset management firm that provided investment strategies with defensive capabilities to investment professionals, institutions, consultants, and retirement plans. BCM aimed to improve investor outcomes through proprietary technology, artificial intelligence, and data-driven research.
- Investment Strategies: BCM offered quantitative growth strategies with defensive mechanisms, utilizing data-driven research, machine learning, and investment rules.
- Clientele: The firm served a diverse clientele, including investment professionals, institutions, consultants, and retirement plans.
- Assets Under Management (AUM): As of June 27, 2024, BCM managed approximately $152.7 million in discretionary assets for 255 clients.
- Acquisition: In January 2022, BCM was acquired by Algorithmic Investment Models, LLC (AIM), integrating its investment strategies into AIM’s broader portfolio.
Through these services, Beaumont Capital Management contributed to the development of innovative investment solutions that aligned with clients’ financial goals and risk tolerance before its acquisition.