The goal of Bennington Asset Management is to offer highly personalized and effective advisory services to investment professionals who provide customized portfolios that aim to meet the short and long-term needs of their clients as they transition from the accumulation to distribution phase of their lives.
Five driving forces behind our unique approach 1) Highly Personalized Service
2) Hub-and-Spoke Model
3) Transition from Accumulation
Pioneers in the investment management TAMP business, BAM partners have over twenty years and tens of billions of dollars in wealth management experience.
The buy-and-hold approach that prevailed for so long must be modified for today’s global economy. Advisors must modify portfolios as volatile....
The BAM Software Suite provides advisors with a multi-tiered program for advisors to establish a tangible link between health and wealth for their clients.