Edward Allen Benson, PhD.

Overview

Edward Allen Benson, PhD, operates as a sole proprietorship focused on providing portfolio management services primarily for individuals and small businesses. The firm does not engage in capital allocation nor does it have a multi-state advisory presence. With a client base that includes both individuals and families, the firm employs a fee structure based on a percentage of assets under management. While not an active ESG investor, the firm maintains a straightforward approach to investment management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices