Private Wealth Management, Group Investments & Insurance Services
Benchmark investment consulting
about
Founded in 2003, Benchmark specializes in investment consulting for private clients, institutions, and group pension plans, including targeted services for Defined Benefit Pension Plans. We deliver superior investment options with an attractive pricing structure. Additionally, we provide tailored insurance solutions through an in-depth analysis to meet our clients’ specific financial protection needs.
the benchmark advantage
The core of our capabilities lies in our extensive investing and consulting experience. Most investment firms specialize in either investing or in consulting but very few combine both skill-sets. This range of capabilities brings many advantages to our clients including helping them with their financial plans, providing advanced portfolio design and investment management.
