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The Benjamin Financial Group, Inc. works with institutional money managers through what is known as Separately Managed Accounts. This allows us to offer our clients services including portfolio customization, tax harvesting, adaptability, consistency of management style, highest conviction stock selection, specialized manager selection, multiple risk management strategies (including proprietary actively managed downside protection), for one all inclusive fee. Separate Account investors usually experience significant management fee and tax savings as compared to mutual fund investors.
Institutional money managers at one time would only service clients with investable assets of $10,000,000 and up. Our clients can now benefit from this degree of management experience for as little as $250,000 in investable assets.
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