Our Services

Financial Planning

Financial Planning

Holistic Financial Planning

We build a holistic financial plan designed specifically around your needs, values, tax situation, and long- term goals.

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Investment Management

Investment Management

Investment Management Designed For YOU

We implement a personal investment strategy for you that combines all of your assets and retirement accounts.

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Family Protection

Family Protection

Protecting Your Family’s Future

A protected family is a strong family. Together, we review your life, disability, long-term-care, and other insurances.

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Retirement & Legacy Planning

Retirement & Legacy Planning

Envisioning Your Future And Beyond

We will work with you to create an investment plan that aligns with your current and future objectives, and an estate plan designed to reflect your values and support your legacy.

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A Holistic Strategy Designed for YOU

Benari Capital offers a wide range of values-based investment and financial management services designed specifically for clergy, communal professionals, educators, leaders, and executives of Jewish non-profits.

Well Beyond Investments

We go well beyond investments to offer customized services for our unique client base, such as compensation and parsonage tax planning, charitable giving, estate planning, and other specialized financial and retirement planning strategies.

 Tailored Investment Portfolio

Each client’s financial plan is based on their needs, objectives, time horizon, values, and risk tolerance. Whether your objective is long-term growth, a steady stream of income, or a combination of the two, we will work with you to tailor an investment portfolio that aligns with those goals. For clients who qualify,* we can also offer Jewish values-based or Israel-tilted Separately Managed Accounts (SMAs) as part of the portfolio.

Our Holistic Approach

As part of our holistic approach, we are able to manage your private investments and your tax-advantaged retirement funds as a single all-encompassing investment strategy. No need to open a new account or transfer funds. We have the ability to trade on held-away 403(b) accounts to keep our clients’ retirement portfolios in balance with their overall investment strategy.

*Requires minimum account value of $250,000 and approval of the Benari Capital Investment Committee. Additional fees may apply for SMAs and other advanced investment strategies.

CONTACT US
Your Journey, Our Commitment

Your Journey, Our Commitment

Our process in creating your financial plan is straightforward. After our initial meetings, you will receive a clear, easy-to-understand plan summary.* It will outline the goals and values we discussed, as well as the steps both of us will take over the coming years to work toward your financial objectives and personal values.

We will continue to meet with you annually—and as needed—to review and make any adjustments as your financial situation evolves and your life changes, helping to keep you aligned with your long-term goals.

This is Osher—peace, contentment, and financial security. This is the Opportunity for Strategic and Healthy Enjoyment of your Resources. This is where you thrive.

*Complete plans are always available in your client portal or by contacting your Benari Capital advisor.

Contact UsWE WANT TO
HEAR FROM YOU

If you’re ready to have a meaningful conversation about your financial goals, an introductory phone call is the best way to start. Let’s take the time to get to know each other, answer any questions you might have, and decide if a professional relationship makes sense for your situation.

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