Private clients come to Benchmark for prudent and thoughtful investment advisory. They and their families stay with us because our relationships are based not only on careful management of their assets, but on an extraordinary level of personal service.

Because our clients have a variety of investment objectives and styles, Benchmark is a versatile asset manager. On a strategic level, we offer independent investment counsel, including asset allocation and proper diversification for your assets.

Depending on your needs, we manage investments for growth, income (both taxable and tax-free), or a sensible combination. Our investment disciplines include long equity, hedged equity, balanced, income and tax-free advisory.

Wealth is much more than money. So we work closely with your attorney, accountant and other advisors to make sure your Benchmark accounts fit logically into your overall financial picture. As a special service for our private clients, we will also help you to select and monitor outside asset managers, estate planners and tax advisors.

This flexibility allows us to keep our eye on your overall financial objectives ­ as we manage your trust accounts, corporate rollover assets or accounts for other family members.