Founded in 2003, Benchmark is an investment consulting firm that services private clients, institutional plans and group pension plans. Benchmark also advises a select number of Defined Benefit Pension Plan clients.
The core of our capabilities lies in our extensive investing and consulting experience. Most investment firms specialize in either investing or in consulting but very few combine both skill-sets. This range of capabilities brings many advantages to our clients including a depth of portfolio design that has led to a 13 year+ history of strong investment performance with low commensurate risks.
Client porfolios managed by Benchmark have access to a platform of over 150 "best-in-class" funds from 40 leading money managers ranging across 13 asset classes. From this wide range of outstanding choices, Benchmark managers construct and manage well-diversified portfolios that meet each client's specific needs and objectives.
In summary we offer the most desirable investment advantages to investors including a very competitive pricing schedule.