Budnick Capital, LLC

Budnick Capital provides investment advisory and consulting services primarily to pooled or institutional clients and to professionals such as physicians and dentists, offering financial planning, retirement plan (pension) consulting, and third‑party manager selection and referral. The firm also holds educational seminars and workshops and uses a technology‑enabled client portal for scenario modeling and plan delivery, and it reports that it does not directly manage client assets or rely on percentage‑of‑assets advisory fees.

Budnick develops tailored financial plans and investment policy statements, modeling multiple scenarios and working with clients to adjust strategies in real time, and when appropriate recommends third‑party managers while acting as a liaison and monitoring those managers’ performance. Planning engagements are typically billed on an hourly or fixed‑fee basis, and ongoing client relationships often involve referral arrangements to outside managers rather than direct discretionary account management.

Distinctive features include an emphasis on ERISA/pension consulting and public education offerings—services that are uncommon among firms in this category—combined with documented affiliations in insurance and broker‑dealer activities that the firm discloses and manages as potential conflicts. The firm’s operating model centers on selecting and overseeing other advisers and providing plan‑level fiduciary support and education for professional and institutional clients, rather than accumulating AUM through direct portfolio management.