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Investment Philosophy

Five driving forces behind our unique approach
1) Highly Personalized Service
2) Hub-and-Spoke Model
3) Accumulation and Distribution
4) The Income Floor
5) Healthcare Costs

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Our Programs

The buy-and-hold approach that prevailed for so long must be modified for today’s global economy. Advisors must modify portfolios as volatile….

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Tools

The Bennington Software Suite provides advisors with a multi-tiered program to establish a tangible link between health and wealth for their clients.

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COMPANY HISTORY

Pioneers in the investment management business, Bennington partners have over twenty years and tens of billions of dollars in wealth management experience. The principals at Bennington have weathered several market cycles and can handle market volatility. We have coupled decades of industry success with revolutionary financial planning software tools that include longevity, healthcare, long-term care cost projections, and the Income Floor, a revolutionary approach to asset distribution throughout retirement.

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