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89 Madison Avenue, Garnerville, NY 10923

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andrew@benetandassociates.com
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Advisory Programs


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Advisory Portfolio’s is an advisory mutual fund wrap solution. It utilizes select mutual funds, stocks and/or exchange-traded funds to construct comprehensive, fully diversified investment portfolios. The one-stop solution gives you access to personalized asset allocation, world-class fund management, and systematic portfolio rebalancing.

Clients with significant investable assets often require more tailored investment services and therefore may benefit from the level of professional wealth management advice and personal service that is available through our programs:

  • Advisory Portfolios is an advisory mutual fund wrap solution. It utilizes select mutual funds and/or exchange-traded funds to construct comprehensive, fully diversified investment portfolios. The one-stop solution gives you access to personalized asset allocation, world-class fund management, and systematic portfolio rebalancing.
  • Separately Managed Accounts is an investment advisory program that provides investors access to third-party asset management and specialized portfolio managers to create a highly customized investment portfolio of individual securities.

  • Advisory Annuities is an investment advisory program that combines the benefits of a tax-deferred variable annuity with the expert guidance and personal service of a financial advisor.

When utilizing our programs, we will guide you through our comprehensive Advisory Process and establish an investment and wealth management strategy that is tailored to you.

  • Identify Goals
    Your advisor will guide you through a comprehensive financial profile that will help determine your time horizon, potential income needs, risk tolerance, and your attitudes toward investing.

  • Create Personalized Investment Policy Statement
    Based on the information gained from your financial profile, your advisor will determine an appropriate wealth management and asset allocation strategy. This strategy is formalized through an Investment Policy Statement which will help provide the discipline to follow your investment plan and make decisions free from emotion.*

  • Select Investments
    Investment options vary based on the program that best suits your needs. The investments recommended by your financial advisor have gone through a comprehensive research and screening process, which may involve independent or proprietary evaluation and analysis.

  • Review and Monitor
    Investing to reach your financial goals is not a static exercise. Advanced account servicing tools help your advisor analyze whether your account remains in line with your Investment Policy Statement. Your advisor will meet with you periodically to review any significant changes to your personal or financial situation and help determine whether these changes will require any repositioning of your portfolio.

Securities and Investment Advisory Services are offered through Innovation Partners, LLC (IPLLC). Member of FINRA/SIPC. IPLLC is a Registered Investment Advisory Firm with the SEC under the Investment Advisers Act of 1940, and a registered Broker Dealer. Andrew Benet is a registered representative of Innovation Partners LLC. IP Financial Advisory Services LLC is a SEC registered Investment Advisory Firm. Andrew Benet is an Investment Advisor Representative of IP Financial Advisory Services LLC. Check the background of this investment professional on FINRA's BrokerCheck. This communication is strictly intended for individuals residing in the state(s) of NC, NJ, NY and OR. No offers may be made or accepted from any resident outside the specific states referenced. Benet and Associates and Innovation Partners LLC and IP Financial Advisory Services LLC are not affiliated entities.