This is What We Believe!

Our Mission

Merging Financial Literacy
& Social Responsibility to
Make Investing Simple

Our Services Invest Now

Our Holistic Approach

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.

ESG/SRI Investing

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.

Holistic Planning

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.

Transparency

At BeniGro you can make the most of your money. With our upfront fee structure, there are no surprises or hidden expenses.

Experts

We only partner with experienced and licensed financial advisors. You will only be connected with someone who is licensed to assist you in your state of residency.

Humans Helping You

Our quick and easy online investing tool is not all we have to offer. We are actual people waiting to talk to you! Reach out today to speak to a BeniGro team member.

Holistic Investing Approach

We’re here to help you from your first to investment to your last. We have experience with every life changing investment or event.

Investing Financial Planning Long Term Care Insurance Estate Planning Medicare

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.

Contact Us For

A Free Consultation!

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From The Industry!

October 28, 2020 · Investing