Beacon Pointe Acquires Albert Heeg in California

March 19, 2015

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 California Mergers & Acquisitions

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