Investment Management

We bring simplicity to the complexity of investing. We are sophisticated yet simple. We design portfolios with our primary focus on capital preservation followed by growth, recognizing that each client has unique needs and circumstances. We deploy our well developed and honed research strategies to provide our clients with exposures to various markets and opportunities.

As a Registered Independent Adviser, Benzer Capital serves as a fiduciary, a legal standard by which we must employ the highest standard of care and do what’s in the best interest of our clients, when it comes to advising clients on their money.

At Benzer Capital, we create portfolios to manage clients needs and allocate based on sound projections and changing requirements. Our investment analysis focuses on cost-effective, after-tax results, recognizing that the only performance that matters is the kind a client actually receives. We don't follow the Wall Street crowd and trendy investment ideas. We combine tried and true strategies with our insights to provide consistent investment advice and seek our best in class investment strategies for our client's portfolios.

We provide independent portfolio management with the rigor of institutional investing combined with the personal service of a boutique firm.

Benzer Capital offers 401(k), pension and profit sharing plans, consulting services - including fund performance review and comparisons, investment committee oversight, fiduciary services, plan design and employee education programs.

Benzer Capital provides consulting services for institutions, including foundations, family limited partnerships, endowments, charities and other nonprofit organizations. Services include investment management, fund performance reviews, investment committee oversight, investment advice and fiduciary services.