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 individual investors—including high-net-worth clients—and a range of institutional clients such as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management along with retirement plan consulting, sub‑advisory services, and advisory support on matters such as tax planning, insurance, charitable giving and qualified tuition (529) plans. The firm customizes each account to client needs and generally manages assets on a discretionary basis, employing fundamental, technical and cyclical analysis to allocate among individual equities and fixed income, mutual funds, ETFs and options. Client portfolios are monitored on an ongoing basis with biannual formal reviews, and the firm may debit advisory fees directly from custodian accounts. Benin Management manages approximately $520,975,970 in discretionary assets with a relatively small advisory team, resulting in a notably high AUM per advisor compared with many peers. It also uses derivatives (options), margin/borrowing and short-sale strategies within managed accounts—practices that are less common among similar firms—and operates a long‑standing sub‑advisory platform dating back to its founding in 1973.

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.