Introducing a New Fractional CIO Firm for Registered Investment Advisors
New Fractional CIO Service Launch
Bennyhoff, formerly the CIO and investment committee chairman at Liberty Wealth, has launched a new fractional CIO firm designed specifically for Registered Investment Advisors (RIAs).
Background
- Bennyhoff played a key role at Liberty Wealth, a firm that managed $1.7 billion.
- His leadership continued until Prime Capital Financial's acquisition in 2022.
Significance of the Firm
This new firm aims to provide strategic investment guidance tailored to the unique needs of advisory firms. It reflects a growing trend where advisory firms are looking for flexible and expert solutions to enhance their capabilities.
Conclusion
Bennyhoff's initiative is expected to significantly impact smaller advisory firms, offering them the expertise they need to compete effectively in the wealth management industry.
This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.