Based on client goals, Robert Bender & Associates individually customizes client portfolios, which generally fall into one of two categories: Growth or Blended. Growth portfolios are focused on maximizing long-term wealth building. ( Learn More about Bender Growth Strategy ) Blended portfolios are designed to yield higher income while also building long-term wealth. (LINK: Learn More about Blended Solutions) Although these two portfolio types differ in individual stock holdings, they both focus on long-term capital appreciation.
We put our clients needs first, and work to ensure that we do our best to help them achieve their goals. We encourage you to review the strategies that we offer, and then please contact our office to schedule a meeting with a portfolio manager. We can help you to understand our process and learn how we work with clients. We encourage both prospective and existing clients to contact us at any time with questions, concerns, issues, or to update their investment guidelines.