Bennett Capital Management (BCM), LLC, originally part of Health & Wealth Management, LLC, distinguishes itself in the investment world with its low turnover, flexible approach prioritizing a business-like philosophy. Established in June 2007 and incorporated in Florida (Filed Number: L07000064279) under Company Type FLAL by Edward E Bennett as Manager, BCM is headquartered at 2037 Alaquah Lakes Blvd., Longwood, FL, and serves clients from its mailing address listed within Seminole County.
BCM's investment strategy embraces stability over high-frequency trading, reflecting a turnover policy of no more than 20% annually. This conservative approach stems from an ethos that likens investing to business ownership: if acquiring a company with another party, BCM advocates for long-term development over immediate resale based on short-term market fluctuations or economic forecasts.
Their flexible investment style avoids restriction to specific categories such as big-cap growth or mid-cap value stocks. Instead, the mantra is finding high-caliber businesses valued reasonably, irrespective of conventional classifications and regardless of market trends. This approach highlights BCM's commitment not to a 'product' but to principled asset management emphasizing enduring competitive advantages, consistent cash flows, and resilience against economic downturns.
With Mr. Bennett's extensive background—15 years at May Management focusing on value-driven investment from 1995-1998, and earlier experiences as a financial analyst globally with Prudential Securities from 1984-1995—BCM benefits from expertise honed in both institutional and individual client services. His academic foundation is robust, with an MBA from NYU Stern School of Business and B.G.S. focusing on International Affairs from the University of Maryland.
BCM's philosophy also embraces the practical reality that complete constant investment isn't always prudent, allowing for strategic liquidity reserves during heightened economic risks to mitigate vulnerability—a reflection of a fundamental strategy in risk management: survival first. Moreover, BCM occasionally opts for hedging through long-term options or maintaining cash balances when warranted by market conditions.
The firm's commitment to informed decision-making includes yearly monitoring and reassessment, aiming for quality investments with the potential for net worth growth while minimizing client investment risks—a testament to the importance placed on preserving capital buying power and steadily increasing income streams. BCM remains transparent and communicative concerning its strategies and maintains vigilance over market conditions globally.
BCM promises its clients a comprehensive engagement in managing assets as if they were personal, leveraging Mr. Bennett's profound understanding of financial stewardship—guided by extensive research and an informed perspective on global economics and business ventures. For further information, BCM can be reached at (908) 391-8564, or through their online portal: https://bennettcapitalmanagement.com.
KEY FACTS ABOUT BENNETT CAPITAL MANAGEMENT, LLC
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US Businesses
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Companies in Florida
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Seminole County Companies
- Company name
- BENNETT CAPITAL MANAGEMENT, LLC
- Status
- Active
- Filed Number
- L07000064279
- FEI Number
- 263374320
- Date of Incorporation
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June 11, 2007
Age - 18 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://bennettcapitalmanagement.com
- Phones
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(908) 391-8564
BENNETT CAPITAL MANAGEMENT, LLC NEAR ME
- Principal Address
- 2037 ALAQUA LAKES BLVD,
LONGWOOD,
FL,
32779
See Also