A complete list of active advisors currently associated with Bennington Asset Management, LLC

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

Bennington Asset Management LLC provides fee-based, discretionary investment management and financial planning to individuals as well as a range of institutional clients, including banks, trusts, estates, charitable organizations, thrifts and corporations. The firm offers programmatic solutions such as a Wealth Management Account and an HSA program, and typically invests client assets in mutual funds, ETFs, exchange-listed equities, corporate and municipal debt, options, commercial paper and U.S. government securities. The firm tailors portfolios using an investor questionnaire and ongoing client conversations, then models customized strategies that span styles from Aggressive Growth to Capital Preservation; its investment process draws on both fundamental and technical analysis. Most client relationships are managed on a discretionary basis, and the HSA program includes both a low‑fee automated (robo) investment option and a self‑directed alternative. Distinctive features compared with many small independent advisers include its explicit service to institutional clients and its staffing beyond a sole practitioner, indicating broader operational capacity than typical peers. The brochure also discloses that the firm currently reports no assets under management, does not participate in wrap fee programs, and leaves proxy voting to clients rather than voting proxies on their behalf.

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