Firm expands beyond the standard level of financial advice by incorporating investment portfolios based on Nobel Prize-winning research. The firm’s portfolio construction and downside hedging process are second to none.
San Diego, CA (PRWEB) May 04, 2016
Benchmark Wealth Advisors, LLC an independently owned CA-registered investment advisor, today announces the launch of its financial planning and investment management firm specializing in high net worth (HNW) clients.
Led by co-founders Stephen and April Vettorel, Benchmark recognizes that mass affluent/HNW families and individuals need objective advice. The firm will operate as an advisor and portfolio manager for clients.
“We believe that wealthy families need independent advice and investment management in order to best preserve, grow and pass on their wealth,” said Steve. “As an independent, fee-only registered investment advisor, we have a fiduciary responsibility to put our clients first at all times.”
Both Steve and April come from experienced backgrounds. With over 19-years in finance, Steve has been involved in all aspects of the investment process, and prior to co-founding Benchmark, held the position of Vice President at Mercer Advisors. Mr Vettorel was a co-founder at Aumenti Capital Management. He served as portfolio manager for the firm’s long-short hedge fund focused on global equities and futures.
Before co-founding Benchmark April was an award winning operations manager for Paetec Communications.
As managing principal of Benchmark, Steve will be responsible for guiding the firm’s overall investment strategy while staying involved in portfolio management and advisory services.
“At Benchmark, we are able to leverage our investment expertise and access to world-class research and technology for our clients,” said Mr. Vettorel. “Our approach enables us to remain nimble in building and managing customized portfolios, and you can expect us to make significant tactical adjustments when asset classes become over or under-valued.”
Benchmarks’ open-architecture investment platform enables the firm to select managers and funds that it believes are the best fit for clients, and allows the firm to focus on its primary goal: putting clients’ interests first.
For media inquiries, please contact April Vettorel april(at)benchmarkadvisor(dot)com 888 513-7937.
Benchmark Wealth Advisors, LLC. (“Benchmark Wealth Advisors”) is a California registered investment adviser with its principal place of business in the State of California. California Department of Business Oversight registration does not imply a certain level of skill or training. This press release is limited to the dissemination of general information pertaining to its investment advisory services. Additionally, this press release contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward-looking statements. Readers are cautioned not to place undue reliance on forward-looking statements, which speak only as of their dates. Nothing herein should be construed to limit or otherwise restrict ‘Benchmark Wealth Advisors’ investment decisions. Investing in the stock market involves gains and losses and may not be suitable for all investors. Past performance is no guarantee of future results. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change without prior notice. There is no guarantee that the views and opinions expressed herein will come to pass. For information pertaining to the registration status of Benchmark Wealth Advisors, please refer to the Investment Adviser Public Disclosure web site http://www.adviserinfo.sec.gov.
For additional information about Benchmark Wealth Advisors, including fees and services, send for our disclosure statement as set forth on Form ADV using the contact information herein. Please read the disclosure statement carefully before you invest or send money.