Investment Management
At BennCo Advisors
we believe that the best way for our clients to achieve their long-term investment goals
is through a disciplined approach incorporating time honored, proven, basic principles of investing: asset allocation, diversification, quality, and patience. Our investment management process mirrors the process used by many of the large institutional investment managers.
As your Investment Advisor, we’ll serve as your personal financial advocate and guide you through every step of the investment process. In addition to over 40 years of in-house experience, we are backed by experts in key areas of investment management and portfolio engineering. We have chosen these relationships for their expertise and track records. All can be considered to be among the best in the investment industry.
Together we can take you through our process:
1. Financial analysis:
to determine your goals, your time horizon liquidity needs, risk tolerance and investment resources.
2. Asset allocation:
More than timing or the specific securities you invest in, the way in which your assets are allocated in stocks, bonds, cash, and other assets and how they are rebalanced over time ultimately drives your returns.
3. Investment Manager Selection:
We will guide you in the decision in selecting the choice that is right for you. We are able to provide management and advisory services through the following investment platforms:
- Mutual Funds
- Variable annuities
- Exchange traded funds (ETFs)
- Privately managed accounts
There are a variety of ways to implement your investment strategy. We will work with you to determine the approach that best fits your needs.
4. Monitoring and Rebalancing:
Managing your investments takes proven capability, time and focus. Market forces and economic conditions are constantly changing, which can directly affect your asset mix and prompt the need for rebalancing. It’s our job to be on watch for you. As your Investment Advisor, it’s our responsibility to continually monitor your investment portfolio, oversee the investment process and outcomes and to rebalance and realign your portfolio, and then clearly communicate changes to you.
5. Reporting:
You need knowledge, not just information. An important part of our job is to keep you informed and in control. That's why we provide you with clear, ongoing communications. You will receive:
- Monthly custodial statements
- Quarterly performance reviews
- Year-end tax reports.
We want you to be as informed as you want to be. We are available to provide you with updated account information, market and portfolio commentary. Upon request, we can also provide you with on-line access to your account information as well as our performance reporting system.
Please, review the Client Relationship Summery and learn more about the details and inner workings of the client advisor relationship.
Securities and Advisory services offered through appropriately registered representatives of
The Strategic Financial Alliance, Inc. (SFA), member
FINRA/SIPC. Certain advisory services offered through Bennett & Co. Advisors, Inc., DBA BennCo Advisors, which is otherwise unaffiliated with
SFA.
SFA
and BennCo Advisors do not offer tax or legal advice.