Our PhilosophyWhat Makes Benemark Unique.
As a Registered Investment Advisor, Benemark approaches the investment management process by combining passive and select active managers to construct custom portfolios that are focused on lower-cost investing.
We also believe that the best method for advising our clients takes place on a much deeper level. It is the result of an ongoing relationship, where we have the ability to learn about your unique and ever-changing circumstances in order to guide you on making the right choices for you and your family.
Our goal is to take the time to get to know you on a personal level – to help you see beyond your immediate financial concerns, while securing a sound plan for you and your family’s future.
Traditional financial management rarely addresses the most important issues individuals face, typically following a single-strategy approach.
However, while most money managers provide advice given a certain level of assets or set of assumptions, we believe that in order to develop a successful investment plan, it is essential to first fully understand one’s total financial picture and personal circumstances. This foundation acts as an organizational tool to unveil possible risk exposures and/or special circumstances unique to each family situation.
By properly coordinating financial management techniques, along with the traditional financial planning methods, we can help our clients achieve the best possible outcome.
Benemark’s Five-Step Process
DISCOVER all of your meaningful “big picture” goals and start to prioritize.
ASSESS your risks – and opportunities – to get complete clarity on how to achieve your objectives.
EVALUATE the options and choose the ones that best suit you and your lifestyle.
IMPLEMENT your vision by following the blueprint we create and tailor specifically for you.
MONITOR your plan allowing us to anticipate changes and pivot accordingly.