The BeneVest Process

A Disciplined Process

As part of our effort to ensure that we understand our clients’ unique financial needs and can assist them in creating a pathway to reach their goals, we follow a disciplined five-step process:

Compatibility Meeting

During our initial complimentary compatibility meeting, we will get to know one another. We will work to understand what is important to you regarding your current financial situation and answer questions.


We begin this stage focusing on what your specific needs are and what you want your investment capital to do for you. As this stage progresses, we will establish goals and lay the foundation for a process that works specifically for you.


The primary objective of this stage is to develop an effective, long-term investment strategy that is customized to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for longterm success. The plan is reviewed and the rationale behind recommendations is shared.


The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Monitoring & Adjusting

We monitor our clients’ accounts on a regular basis to ensure they are still performing in a way that meets their intention. At times, this calls for us to modify an existing strategy or develop a new one, and the process starts over again. In this way, we can ensure we are always adapting to your needs and to the demands of global markets.



Check the background of your financial professional on FINRA’s BrokerCheck

“Securities and advisory services offered through SII Investments, Inc (SII), member FINRA/SIPC and a registered Investment Advisor. BeneVest and Benefits Inc are not affiliated with SII.”


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