Who We Are
We cannot succeed unless our clients do so first.
Bennyhoff & Co. was built for RIAs that believe their greatest value is not simply managing portfolios, but helping clients make better decisions over time. We partner with a small number of philosophically aligned firms to bring the principles of Advisor’s Alpha to life through investment discipline, behavioral coaching, advisor education, and client-ready communication.
How we help
We help you build client relationships, not just portfolios.
Your greatest potential value-add is also the most underappreciated – your people skills. As a co-author and co-creator of Vanguard’s Advisor’s Alpha™ research, our firm is uniquely positioned to help you appreciate and effectively communicate your value with clients. These ‘soft skills’ are critical for building higher levels of client trust, retention, and referrals.
About Us
Who You Work
With Makes A
Difference
Our firm was founded by Don Bennyhoff, CFA, after he retired as Chief Investment
Officer for a wealth planning firm with approximately $1.7 billion in assets under management.
Prior to that, Don was a Senior Investment Strategist for The Vanguard Group for nearly 23 years where he co-created Vanguard’s Advisor’s Alpha™ research work on the value of advice and advisors. He also worked as a financial advisor for about a dozen families and approximately $400 million in assets. This breadth of experience and impact allows our firm to possess a rare and balanced perspective on the challenges facing our client firms.
“Together, we can maximize the value of your time, enabling you to focus on building client relationships and trust, rather than focusing on building portfolios."
Don Bennyhoff, CFA
- Founder