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Asked Questions That May Help

What is 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.

How Do I Start SRI Investing?

To begin SRI investing with BeniGro, you need to set up an account with only your basic information.

In just a few minutes, you will have access to a dedicated socially responsible robo adviser that will walk you through the process of choosing SRI offerings through our partnerships with Betterment and Dimensional Fund Advisors.

What will I be investing in?

Some investors like to invest more in companies that they feel are doing their part while some prefer the approach of staying clear of those companies that clearly aren’t.

Whatever your approach, Dimensional strives to achieve your SRI investment goals by efficiently implementing a widely diversified strategy always based on sound investment principles.

Speak to an investment advisor about how companies are selected or avoided for certain SRI portfolios.

Is there a minimum amount to fund my SRI portfolio?

No.

BeniGro doesn’t require any minimum amounts.

We encourage everyone to build a portfolio regardless of the starting amount of your balance. Our goal is to help guide you throughout your financial journey.

What are the fees?

We charge a very competitive annual flat fee of 0.50% on any investment portfolio.

Along with easy-to-use investment technology, for this low fee you are also connected to a dedicated advisor always available to answer your tough questions.

How does BeniGro work?

BeniGro connects modern investors with modern advisors and offers best-in-class robo advisory services powered by the Betterment platform, 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.

Are there fees?

You pay an annual advisory fee of 0.50% charged on a quarterly basis.

What is the investment minimum?

There are no investment minimum fees or account balances.

Will I have a dedicated investment advisor?

Yes. Unlike our competitors, BeniGro will assign you a complimentary personal licensed advisor.

Why BeniGro?

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.

What types of accounts does BeniGro offer?

Roth and Traditional IRA, SEP IRA, Inherited IRA, Individual Taxable Accounts, Joint Taxable Accounts, and Trust Accounts.

Do I need an investment advisor?

An investment advisor is helpful throughout all the stages of your financial life.

As assets grow and decisions become more complex, having guidance from a trusted professional will leave you with more financial flexibility later in life.

Although you may not anticipate needing one, it is better to be prepared and in the hands of a trusted advisor.

What type of investment advisor is best for me?

The best investment advisor is someone who has the education, experience, and credentials in all the areas you’re interested in.

These may include a Certified Financial Analyst (CFA), Certified Financial Planner (CFP), or a Chartered Financial Consultant (CHFC).

What is a fiduciary?

A Fiduciary is a financial advisor with a specific license to practice with the state or federal government.

This is not an educational credential, but a regulatory status. It simply means that the advisor is responsible and qualified to put the best interest of their clients first.

What should I expect when I hire an investment advisor?

An initial preliminary plan will encompass all your assets and liabilities, as well as your income and spending.

Each individualized plan will have steps to achieve your goals. These plans can be reviewed quarterly, bi-yearly or yearly based on complexity to best meet your expectations.

Naturally, as your finances and assets grow over time, your investment advisor will be able to make changes accordingly.

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Customer support

Not sure how to take your first step to investing with BeniGro? Contact our customer support team!