A complete list of active advisors currently associated with Benchmark Capital Group Ltd.

Warmer can help you find a great advisor at Benchmark Capital Group Ltd. or one who fits your needs even better.

Benchmark Capital Group Ltd. provides investment advice and planning primarily to individual clients (including high-net-worth clients) as well as trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, modular financial planning and consulting, and ongoing retirement plan consulting for employer-sponsored plans. The firm customizes strategies based on client objectives and risk tolerance, using model portfolios and ongoing monitoring to rebalance accounts as conditions change. Its stated methods include fundamental, technical, charting and cyclical analysis, and it implements a wide range of trading strategies — including long- and short-term positions, option writing, short sales and margin transactions — when appropriate for client mandates. Compared with many small advisory firms, Benchmark operates with a two-advisor team overseeing a sizable asset base and is affiliated with an accounting and tax-preparation firm it routinely recommends, a relationship that creates a potential referral conflict of interest. The firm directs custody and trade execution to institutional custodians that provide ancillary services to the adviser (available when clients’ assets meet a collective threshold) and uses standing letters of authorization and limited custody arrangements, features that prospective clients may want to review alongside standard custody and brokerage practices.

To learn more about the advisors currently working at Benchmark Capital Group Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.