GETTING STARTED IS EASY
The best time to start investing is now. After telling us about yourself, and your investment goals, you can have your investment account opened in just a few minutes.
INVESTMENTS YOU CAN GET BEHIND
Let your money do the talking. Through Environmental, Social, and Governance Investing (ESG) or Socially Responsible Investing (SRI) you can invest in a portfolio and a sustainable future.
EVERY STEP OF THE WAY
At BeniGro, we understand that opening an investment account is only the beginning. Our holistic approach is here for all aspects of your financial life.
You only pay an annual advisory fee of 0.50% charged on a quarterly basis
Why you’ll like us so much
BeniGro merges financial literacy and social responsibility to form a company that will empower you to achieve your financial goals through sustainable and responsible investing. With our easy-to-use technology, you will have access to tools and strategies that will guide you through your investment journey. Our team of financial experts are ready to simplify the world of investing and help you achieve the future you deserve.
Holistic Investing Approach
We’re here to help you from your first to investment throughout. We have experience with every life changing investment or event.
Technology Highlight Intuitive Investing Platform
With BeniGro we use technology to simplify the investment process. Through automation you can open an investment account in minutes and fund it quickly. Once funded, your deposit will be automatically invested in a personalized investment portfolio carefully selected based on your investment goals and risk profile. Your account is then automatically rebalanced as necessary to ensure that you always remain within your pre-set parameters and it is managed in a tax efficient manner (tax harvesting). Additionally, you also have a knowledgeable advisor with you every step of the way to help you formulate and stick to a plan while putting these technological advancements to work for you.
Socially Responsible Investing
Socially Responsible Investing (SRI) is a method of financial investment that encourages you to align your personal values with your investment decisions. Whether you’re passionate about environmental stewardship, workplace gender diversity, or human rights, companies need to meet these ethical standards to qualify for this investment strategy. In a society that is progressing towards becoming more environmentally and socially conscious, this approach to investing continues to grow in popularity.
Environmental, Social and Governance Investing
Environmental, Social, and Governance (ESG) investing has experienced massive growth in recent years and BeniGro is proud to be apart of this progressive movement. Our clients are able to invest in sustainable fund portfolios and other ESG offerings through our partnership with Dimensional Fund Advisors. This allows you to use more of your dollar to support companies doing their part to make the world a better place. It’s been proven that companies who are socially conscious tend to perform better than their counterparts and investors receive higher returns.
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Read The Latest News & Insights
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What is ESG Investing? There are many different investing philosophies that fall under the massive umbrella of …
What is Tax Loss Harvesting? Tax loss harvesting is the process of strategically selling certain investments at…
Socially Responsible Investing You should never have to compromise your own values for the sake of financial…