To achieve our clients investment objectives we focus on strategic and tactical asset class weighting, prudent security selection and portfolio construction techniques. Using our collective experience and intrinsic valuation-based research, an integrated analytical process and our valuation discipline, we strive to choose appropriate opportunities for you. We apply sophisticated performance and attribution analytical tools to evaluate risk/return trade-off for asset classes and individual investment opportunities, as well as continually evaluate the success of our strategies.
Our approach starts with a deep understanding of your financial situation. At Benchmark we take the time to understand your goals and your current investments and then design your investment strategy accordingly.
Tax status, ethical consideration, lifestyle, as well as cash flow needs are a few of the considerations we take into building a portfolio for clients. In addition, our team consistently manages towards a portfolio that fully supports your family objectives, risk tolerance and overall wealth management strategy.
What Makes Us Different
Many of our peers employ a passive-only or indexing investment strategy. While this approach can be effective, we believe our conviction to invest in individual securities as well as over-weight/under-weight sectors of the market can generate outperformance relative to other managers.
Our firm’s process for implementing effective investment strategies begins with our commitment to due-diligence and research. Benchmark’s Investment Committee regularly meets to evaluate economic and market conditions as well as set investment policy and make tactical shifts.
As independent advisors we have a fiduciary duty to our clients to act solely in their best interests. Unlike advisors who are compensated based on selling investment instruments, we are compensated by a flat fee on assets under management.
It is not what you earn, but what you keep that matters. We utilize sophisticated tax management and tax lot accounting to minimize taxable capital gains, as well as asset location to minimize current ordinary income realization whenever possible.
Our asset allocation model is the foundation to meet our client’s financial objectives. The Benchmark Investment Management team have refined sophisticated economic models for future asset class expected returns, volatilities and correlation assumptions that produce proprietary asset allocations that minimize risk for various return objectives.
Client Reporting & Portal
To provide our clients with a complete picture of their account, our investment management team utilizes Tamarac to create a custom Client Portal, providing the client with 24/7 online access to all their accounts, updated as of previous market close. Benchmark clients will have access to the below reporting tools to assess the progress of their portfolio:
- Account Performance by Asset Class (sector)
- Asset Allocation by Asset Class (sector)
- Income and Expenses
- Capital Flows
- Document Vault
Our Strategic Partnerships
We maintain great relationships with investment strategy and research partners to support our mission of constructing best-in-class portfolios for our clients.