DIBENEDETTO & ASSOCIATES LTD

Overview

Dibenedetto & Associates Ltd is an independent registered investment adviser that has been operating since 1998 and is owned by an individual proprietor. The firm serves both individual and family clients as well as some institutional relationships, and it acts as a capital allocator—sourcing and appointing third‑party managers and funds alongside running client portfolios directly. Advisory services center on financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm also operates as an insurance broker, which it integrates into client planning where appropriate. Investment activity leans toward using pooled public funds and mutual funds as the core building blocks of client portfolios, while supplementing those exposures with separately managed account solutions and third‑party manager allocations. Fee arrangements are flexible and include a percentage of AUM, hourly engagements, and fixed fees, enabling bespoke billing for planning and wrap services. Dibenedetto & Associates Ltd does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices