Benefit & Investment Consulting, LLC

Overview

Benefit & Investment Consulting, LLC is a small, single-office advisory firm organized as a limited liability company and owned by an individual. The firm lists pension consulting services among its advisory activities and charges clients on a percentage-of-AUM fee basis. It is not flagged as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator. The firm’s public filings indicate a consultative, mandate-driven practice rather than a broad retail advisory business. Its activity centers on providing advice around pension-related matters and designing investment solutions that can include insurance-based products. Given the single-account footprint of its reported assets, Benefit & Investment Consulting appears to act in a focused, bespoke capacity for one large mandate rather than serving a broad roster of small individual accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices