Broker Check

Our Philosophy:

“Simplicity is the ultimate sophistication.”

– Leonardo da Vinci

When it comes to investors and investments, control the controllable. What happens within securities markets and the economy are outside of any investor’s control. However, each investor’s reaction to market events – or inaction – is.

We advocate for a strategic, long-term investment horizon; a reliance on diversification and asset allocation as our most reliable risk management tools; a preference for low-cost strategies and solutions to enhance returns; an understanding that markets are largely efficient; and that an investor's success is often influenced more by his or her behavior than by their portfolios. 

Prospective clients of Bennyhoff & Co. who believe strongly in market timing or trading are typically not well suited to work with our firm.

Our Guiding Principles:

“In theory, there’s no difference between theory and practice. In practice, there is.”

– Yogi Berra

Investment theory is founded on the belief that investors are rational and they are… and aren’t. The truth is, investors are people and people are both rational and emotional. Our principles account for both of these factors to enhance the odds of investor success.


Our Six Principles

#1

Investor success is driven by behavior, not products

 #2

Investment markets are generally efficient over time

 #3

Diversification and asset allocation are the most effective risk management tools

#4

The most reliable source of higher returns is lower investment costs.

#5

It DOES NOT make economic sense over the long-term to attempt market timing

#6

Simplicity is the ultimate sophistication