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Our investment program begins with developing your long-term strategic plan to help define the goals and vision you wish your financial resources to support.

Afterwards, we build a globally diversified portfolio that is tailored to your goals and built on the latest academic research and tax-management strategies to maximize your after-tax returns. A typical portfolio holds more than 12,000 securities in more than 35 countries.

We employ a disciplined investment process that emphasizes:

Capturing Market Returns Global Diversification
Defined Investment Policy Tax Management
Lower Investment Costs Portfolio Monitoring

To learn more about our approach to portfolio management, please click here.


Copyright 2019. Benningfield Financial Advisors is an SEC-registered investment adviser located in San Francisco, California. This web site should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet.
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