A complete list of active advisors currently associated with Benkei Asset Management

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

Benkei Asset Management is a small independent advisory firm that provides discretionary portfolio management and investment advice to affluent individuals and a subset of corporate or business clients in the United States and abroad, with a notable portion of its client base in Japan. Services include separately managed accounts and investment recommendations across common stocks, ETFs, mutual funds, hedge funds and private funds using both discretionary and non‑discretionary account structures. The firm’s investment process blends quantitative analysis and market‑timing techniques with fundamental valuation (discounted cash‑flow) analysis and intensive corporate research, and it typically constructs relatively concentrated portfolios rather than broad diversification. Portfolios are managed under client agreements with documented risk disclosures, and clients are encouraged to review custodial statements to verify activity and holdings. Distinctive aspects of the practice include a meaningful non‑U.S. client segment—particularly Japanese investors—an uncommon willingness to serve corporate/business clients, and the use of performance‑based fee arrangements for qualified and certain non‑U.S. discretionary clients subject to a high‑water‑mark policy. The firm’s principal also publishes investment material aimed at Japanese investors, and the adviser recommends a particular broker‑dealer for custody and execution, which influences how accounts are implemented.

To learn more about the advisors currently working at Benkei Asset Management, 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.