Bennicas-ThomasImages2b.Mission.jpg

OUR MISSION


History

Georgia Bennicas founded Bennicas and Associates, Inc. in 1989, realizing her dream to create an advisory firm focused on providing highly individualized, fee-only asset management services. Since then, we have maintained our commitment to independent, ethical and personalized investment management.

Mission statement

Our mission is to focus always on the best interests of our clients and to build long-lasting relationships.

Personalized service and management strategies

We take pride in our reputation for offering a high level of personalized service and attention. We take the time to get to know our clients and develop a good understanding of their full financial picture, including their current holdings, tax situation, income needs, risk tolerance and goals.  

Then, within the parameters of our screening structure, each account is individually tailored to meet our client's specific needs. We do not use models to design cookie-cutter portfolios; investment selections and asset management decisions are made for each account on an individual basis. And, of course, we hope to maintain close contact to ensure that the portfolio remains attuned to the client's changing needs.