Newport Beach, Calif.-based Beacon Pointe Advisors has acquired Albert Heeg Investment Management Co.
Alameda, Calif.-based Albert Heeg joins Beacon Pointe’s institutional consulting services group, which specializes in consulting institutional clients, including foundations and endowments, healthcare organizations, educational and religious institutions, Native American organizations, corporations, and insurance companies.
Principal Al Heeg officially transitioned his practice in January 2015 and will now operate as part of Beacon Pointe’s institutional consulting services. His team includes Paul Deeley, senior vice president, and Keith Alm, vice president of operations.
Beacon Pointe is an independent investment fee-only advisory firm. Beacon Pointe also provides investment consulting services for captive and property/causality insurance companies.
Topics Mergers & Acquisitions California
Was this article valuable?
Here are more articles you may enjoy.
US P/C Industry Books Best Result in a Decade but Not All Lines Enjoy Success 
New Jersey Insurance Agents Are Not Exempt From Consumer Fraud Act: High Court 
Honda’s Insurance Agency Operations Stall, Services ‘Paused’ 
After Losing Job and Crypto, Man Falsely Claimed $1.3M From 107 Class Actions 
