Benchmark Capital Management Corporation

Benchmark Capital Management provides investment supervisory services and manages discretionary portfolios for a range of clients, including individuals, corporations, individual retirement accounts, pension and profit-sharing plans, trusts, estates and charitable organizations. The firm delivers portfolio management on a percentage-of-assets basis and relies on custodial reporting and client access through its chosen custodian.

BCM employs a proprietary, mathematically based, contrarian investment process that combines fundamental, technical, and cyclical analysis to select individual securities and to use market volatility to its advantage over long holding periods. While positions are typically intended for the long term, the firm may also use short sales, margin transactions, inverse mutual funds and a variety of option strategies (including uncovered options and spreads) to implement its approach.

Distinctive for a small independent advisor, BCM’s client roster explicitly includes corporate entities, pension/profit-sharing plans and charitable organizations, and the brochure notes that officers and employees often invest alongside clients to align interests. The firm also states it does not impose an arbitrary asset minimum and discloses the use of borrowing and derivatives in account implementation, features that are less common among peers of its size.