Beacon Bay Asset Management

Active Asset Portfolio Management

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Profile

Beacon Bay Asset Management LLC is a Texas formed LLC and Registered Investment Advisory (RIA) registered in Texas, Arizona and California providing individuals with active investment management services.

Mission Statement

Beacon Bay Asset Management LLC shall:
  • Position itself as the primary advisory resource point for financial discussion and services that are beneficial to the cientele.
  • Provide access to any additional financial services required to add value to the clientele.

Services

Active Investment Asset Management

Investments may include domestic/international equities, exchange-traded funds, options, money market, and cash positions. Active oversight is daily with a strategy of trend following, sector rotation, and technical analysis. A higher performance objective is targeted.

Management

James V. Willis, Managing Member

Jim, 69, holds a BA ('70) in Psychology/Sociology, MA ('75) in Experimental Psychology (both from Western Kentucky University). He has held the NASD Series 7, and currently holds the NASD Series 66, and AAMS (Accredited Asset Management Specialist) certification from the College of Financial Planning.

He spent 25 years in the high technology telecommunications industry primarily in sales/marketing executive management positions with firms such as Mobileway, Lucent Technologies, Octel Communications, Tigon Corporation, Shared Resource Exchange (SRX), and Inter-Tel Communications. Prior to forming Beacon Bay Asset Management LLC, he was founder and President of Beacon Bay Advisors In Dallas, TX. Jim began his financial endeavors with A.G. Edwards and Sons, as a Financial Consultant.

Jim and his wife Charlene live in Peoria, AZ. He manages the daily active positions of the clientele and is regarded as an excellent presenter, speaker, communicator, and extremely informed on global natural resources. His investment tools include both fundamental research and technical analysis.

Contact Us

Office: 972.841.8119

13047 West Fetlock Trail, Peoria, AZ, 85383

Email: jim@beaconbayassetmgmt.com

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