A complete list of active advisors currently associated with Benin Management Corp

Warmer can help you find a great advisor at Benin Management Corp or one who fits your needs even better.

Benin Management Corporation serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities, delivering discretionary portfolio management, retirement plan consulting and sub‑advisory services. The firm reports approximately $659 million in discretionary assets under management and customizes account strategies through written advisory agreements. BMC tailors portfolios to client objectives using a combination of fundamental, technical and cyclical analysis and allocates among individual equities and debt, mutual funds, ETFs and options, with ongoing monitoring and biannual reviews. The brochure discloses that the firm employs derivatives (options) and margin borrowing within separately managed accounts, including covered option strategies and the use of leverage when appropriate. Distinctive features include a relatively small adviser base managing a large asset pool (resulting in high AUM per advisor) and a platform that includes sub‑advisory arrangements and ERISA fiduciary consulting for plan sponsors. The firm’s materials also indicate it does not accept proxy‑voting authority for client securities and does not present comprehensive financial planning as a primary standalone offering.

To learn more about the advisors currently working at Benin Management Corp, 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.

You can also browse Benin Management Corp's office locations.