BENEDETTI FINANCIAL, INC.

Overview

Benedetti Financial, Inc. is an independent, individually owned registered investment adviser that functions as a capital allocator for both individual/family and institutional clients. The firm’s advisory work centers on financial planning and portfolio management for individuals, small businesses and institutions, and it also provides selection of other advisers and educational seminars. Fee arrangements are flexible—percentage of AUM, hourly and fixed fees are all used—allowing the firm to price engagements by client need. Investment activity is dominated by public fund vehicles: the firm directs most client assets into mutual funds and similar pooled products. Benedetti Financial, Inc. is not identified as an active ESG investor, and it reports limited discretionary authority relative to the size of its asset base, which shapes how it implements allocations and executes portfolio changes. The firm lists an industry affiliation with accounting professionals, and it positions itself to integrate third-party managers when clients require exposure to specialty or alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices