Robert Bender & Associates offers investment management services focused on long-term growth investing for individual and institutional clients. The firm distinguishes itself by following a disciplined approach to investing in high-quality sustainable growth companies. Fundamental company analysis is at the core of this distinction. By studying and developing a thorough understanding of each company owned within client portfolios, we achieve outstanding long-term capital appreciation. Fundamental analysis includes understanding a company’s overall competitive strengths and weaknesses within its industry, its strategy, its financial strength, fundamental risks, and relative valuation.
For more than four decades Robert Bender & Associates has successfully achieved capital appreciation well in excess of economic and general market growth. The firm offers individualized growth and blended growth and income portfolio management services for its individual, multi-generational family and institutional clients.