Investments

The Benjamin Financial Group, Inc. works with institutional money managers through what is known as Separately Managed Accounts. This allows us to offer our clients services including portfolio customization, tax harvesting, adaptability, consistency of management style, highest conviction stock selection, specialized manager selection, multiple risk management strategies (including proprietary actively managed downside protection), for one all inclusive fee. Separate Account investors usually experience significant management fee and tax savings as compared to mutual fund investors.

Institutional money managers at one time would only service clients with investable assets of $10,000,000 and up. Our clients can now benefit from this degree of management experience for as little as $250,000 in investable assets.

Our Firm and Philosophy

The Benjamin Financial Group, Inc. is a wealth management and estate planning firm. Most advisors call themselves "wealth managers,"



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The Benjamin Financial Group, Inc. is a Registered Investment Advisory firm in Virginia. The Benjamin Financial Group, Inc., works with clients in Virginia and in other states under a de minimus exemption, if applicable. The Benjamin Financial Group, Inc. and Benjamin A. Geber, CFP® are not affiliated with a broker-dealer or insurance company. The information that is provided in the web site has been compiled to the best of our ability. However, The Benjamin Financial Group, Inc. does not make any warranties of any kind, expressed or implied, and will not be held responsible, or liable for errors or omissions resulting in any loss or damage caused or alleged to be caused directly or indirectly, by information contained in this web site. We would emphasize the importance of having other advisors. We are not practicing accountants or attorneys. Independent tax and legal counsel are suggested.