Empowering you to take control of your goals with unlimited access to our integrated ecosystem of financial services partners.
BeniGro merges financial literacy and social responsibility to form a company that will empower you to achieve your financial goals through traditional, 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 to help you achieve the future you deserve.
You only pay an annual advisory fee of 0.50% charged on a quarterly basis.
Advisors are usually paid through monthly or yearly subscriptions.
Additionally, they can require fees for asset management, financial advice or insurance products. All fees are set up on a personalized plan with your advisor.
Frequently Asked Questions
Yes. BeniGro provides a robo advisor investment platform as it allows for low-cost online investing. BeniGro has partnered with Betterment, the largest independent online financial advisory firm. Your investments are put into a globally diversified portfolio of index-tracking exchange-traded funds (ETFs). Based on your desired level of risk, we recommend an optimized portfolio to manage for you.
You pay an annual advisory fee of 0.50% charged on a quarterly basis.
There are no minimum fees or account balances.
Yes. Unlike our competitors, BeniGro will assign you a personal licensed advisor free of charge.
BeniGro is proud to offer low-cost investment management while also providing our clients access to a vast ecosystem of financial service partners. We are here to guide you through complex financial planning situations and help you avoid confusion or mistakes that can negatively affect your long term wealth.
Roth and Traditional IRA, SEP IRA, Inherited IRA, Individual Taxable Accounts, Joint Taxable Accounts, and Trust Accounts.
BeniGro Corporate Responsibility Policy
Policy brief & purpose
Our Corporate Social Responsibility (CSR) company policy refers to our responsibility toward our environment. Our company’s existence is not lonely, but rather part of both your financial ecosystem and a universal ecosystem. It's part of a bigger system of people, values, other organizations, and nature. The social responsibility of a business is to give back to the world just as it gives to us.
What is corporate social responsibility?
Our Corporate Social Responsibility (CSR) company policy outlines our efforts to give back to the world as it gives to us.
This policy applies to our company and its subsidiaries.
We want to be a responsible business that meets the highest standards of ethics and professionalism.
BeniGro’s social responsibility falls under two categories: compliance and proactiveness. Compliance refers to our company’s commitment to legality and willingness to observe community values. Proactiveness is every initiative to promote human rights, help communities, and protect our natural environment.
Legality Our company will:
Business Ethics We'll always conduct business with integrity and respect to human rights. We'll promote:
Examples of Corporate Social Responsibility
Protecting The Environment
BeniGro recognizes the need to protect the natural environment. Keeping our environment clean and unpolluted is a benefit to all. We'll always follow best practices when disposing garbage and using chemical substances. Stewardship will also play an important role.
Protecting People We'll ensure that we:
Organizations near to our heart
Donations and Aid
Our company may preserve a budget to make monetary donations. These donations will aim to:
- Advance the arts, education & community events.
- Alleviate those in need.
- Cystic Fibrosis Foundation
- International Society for Traumatic Stress Studies
- The Natural Conservancy
- St. Jude Children's Research Hospital
- National MS Society
BeniGro will encourage its employees to volunteer. They can volunteer through programs organized internally or externally. Our company may sponsor volunteering events from other organizations.
Preserving The Environment
Apart from legal obligations, our company will proactively protect the environment. Examples of relevant activities include:
- Conserving energy
- Using environmentally-friendly technologies
Supporting The Community
BeniGro may initiate and support community investment and educational programs. It can provide support to nonprofit organizations or movements to promote cultural and economic development of global and local communities.
We will be open to suggestions and listen carefully to ideas. Our company will try to continuously improve the way it operates.
BeniGro, 131 Randall Road Bolton, MA 01740 USA
(833) 236 - 4476