Benchmark offers investors a complete investment services; They begin by establishing client’s financial plan and objectives and then by applying our investment processes toward the desired outcome. The key features and advantages of our services are as follows;

• Establish your long term financial goals and plan
• Establish your investment policies
• Establish your personalized portfolio(s)  
• Invest in the finest funds within each asset class
• Keep risk low through a broad diversification
• Apply asset mix strategies (Exclusive to Benchmark) 
• Quarterly update you on portfolio strategies
• Keep your cost low via our group fee program 

For a complete description of Benchmark's private client services please review the attached report or contact Marc Lalonde at marc@benchmarkIC.com