Benchmark`s senior partners have over 30 years of experience and success in serving foundations, endowment and defined benefit pension plans.

Benchmark's investment consulting services provide plans the full advantages of Multi-Manager services, an investment approach that is normally only available to very large plans of $100 million or more. These services are available at a cost comparable to the traditional approach of just one or two money managers. Benchmark brings together a strong understanding of money management firms, identification of best of breed-funds, and fund matching. 

Our objective is to help Plans achieve (exceed!) their targetted returns all the while minimize risk. We are pleased to report Benchmark has successfully delivered industry leading value-added performances since inception in 2003. Over that time Benchmark's balanced funds have outperformed their respective composites by approximately 1.30% per year while also assuming low risks. (Performance Review)