Investment Objectives

At Robert Bender & Associates investment objectives are dependent on client goals.  Whether a client is a seeking a secure retirement, increased income from investments, a college education, creating a legacy for family or selected charity, or any other long-term financial goal, we believe that investing in high-quality growth companies is the best path to achieving those long-term goals.

Understanding specific financial goals starts with face-to-face meetings.  It’s important to not only gain clarification of client risk tolerance, time frame, specific objectives and constraints, but also to increase client understanding of how Robert Bender & Associates will work to achieve these objectives.