[December 17, 2014]

Beaumont Capital Management Strategies Launch on NFP and Commonwealth Financial

Beaumont Capital Management (BCM) has partnered with NFP and Commonwealth Financial to meet rising advisor demand for the quantitative, ETF-based strategies that BCM offers. The announcement comes as BCM has widely expanded access to its tactical ETF portfolios through major platforms over the last 12 months and has grown total firm assets under management to ~$2.7 billion as of 11/30/14.

NFP Advisor Services will offer nineteen BCM strategies through their AdvisorEnterprise™ Platform.

"Providing our advisors with flexibility and robust investment solutions is one of the ways that NFP Advisor Services empowers advisor success," says Kristen LeClair, Senior Vice President of Advisory & Investments. "In today's investing environment, advisors are seeking to leverage the benefits of ETF's and tactical investment management, so we have identified additional capabilities to meet these needs. We believe BCM is an excellent new option among an already prestigious line up of select strategists available on AdvisorEnterprise."

BCM's launch on Commonwealth Financial Network's PPS Direct platform offers advisors sector rotation strategies.

"ETF strategists have been a growing space within our industry, offering some exciting options to provide stronger client solutions. At Commonwealth Financial Network, we felt it was important to dig into this space and research valuable offerings to bring further depth of product to our advisors," says Alicia Nisberg, Manager of SMA (News - Alert)/UMA Platform at Commonwealth Financial Network. "BCM was a strong choice from the beginning with their being a firm that values its peopl, its culture, and has strong product diversification. What was really captivating was how BCM has a focus to client service as we do here at Commonwealth -service is our main ingredient."

The strategies that will be available on each platform will feature many risk based solutions that can be implemented across several, unique ETF families. The ETF families used in the strategies employ either passively or enhanced indexing ETFs. BCM's strategies will be available as part of Unified Managed Account (UMA) and Separately Managed Account (SMA) offerings, which provide advisors with the flexibility to join BCM's tactical and defensive-oriented strategies with other investment options for optimum diversification.

BCM's expanded network of broker dealer relationships comes in a year when it launched new strategies on two major TAMPs, Envestnet and Assetmark. Growing advisor interest in ETF-based tactical strategies offered by firms, particularly those with an established GIPS^® verified track record, has been a main driver of interest in BCM. The firm's full range of offerings includes sector rotation strategies customized for specific asset classes and as part of a diversified portfolio. In addition, the BCM Decathlon strategies are global, tactical and absolute-return oriented.

"BCM develops strategies to meet the needs of investors and advisors, and we are pleased that our strategies are becoming widely accepted by the advisor community as an integral part of client solutions," says David Haviland, Portfolio Manager and Managing Partner. "Our portfolios can accomplish different objectives for different advisors, so the ability to reach a larger network of advisors has been a priority for us."

About Beaumont Capital Management

Beaumont Capital Management (BCM) offers a wide range of ETF-based investment solutions to advisors, institutional investors and retirement plan providers. These growth strategies help provide investors robust participation in bull markets while seeking to protect against large market downturns. BCM is committed to providing objective, rules-based investment strategies in a clear, straightforward manner. Clients can opt for diversified, packaged solutions or focused, core strategies; and can select from purely quantitative strategies or portfolios that combine quantitative and fundamental approaches. BCM is a separate division of Beaumont Financial Partners, LLC, which has been serving private and institutional clients since 1981.

Copyright © 2014 Beaumont Financial Partners, LLC. All rights reserved.

The Beaumont Capital Management investment strategies are not appropriate for everyone. The content provided herein is general in nature and for informational purposes only and should not be used as the primary or sole basis for your investment decisions.

The third party companies mentioned are independent and unaffiliated with Beaumont.

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