Frisco, TX Office

Benchmark Investment Advisors, LLC provides discretionary and non‑discretionary investment advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s services described in the brochure include managed asset allocation via firm Model Portfolios, retirement plan benchmarking and design consulting, sub‑advisory arrangements for other advisers, and coordination of income‑producing investments held through client‑owned limited liability companies or partnerships.

Benchmark’s investment process centers on a long‑term strategic allocation split between global equity and global fixed‑income Model Portfolios, with portfolio rebalancing typically on a quarterly cadence or when allocations drift by about 5%, and year‑end tax‑loss harvesting for taxable accounts. Security selection blends a proprietary Economic Margin cash‑flow metric and an intrinsic‑valuation approach (incorporating decay and steady‑state growth), with price and profit momentum, management quality and earnings‑quality scoring; a weekly Investment Policy Committee also evaluates tactical overlays such as covered calls, put purchases, collars and negatively correlated ETFs.

Noteworthy aspects highlighted in the brochure include the firm’s formal client communications — quarterly comprehensive account reviews sent directly by Benchmark and supplemental educational materials for retirement plan participants — reflecting a periodical reporting practice not common among peers. The firm also documents work with bespoke, client‑owned investment vehicles (and occasional pooled client investments) to access income‑producing assets like farmland or tax‑lien opportunities, and it serves as a sub‑advisor to other registered advisers.