Investment Solutions

Tailor-made investment solutions to meet the sophisticated requirements of industry specific investors.

BMG can collaborate and work closely with your investment staff in designing, building and managing your real assets portfolio We are engaged by our client for comprehensive portfolio management, as well as researching and executing portfolio and asset strategies by risk profile and region.

We research and select investments, and construct and manage custom portfolios within specific investment industries and risk parameters to optimize your portfolio over time. We proactively seek the best investment opportunities for your fund, as well as tailor the level of knowledge sharing and consulting to fit your needs and industry type.

Customized Solutions

Commercial Real Estate

In addition to helping investors identify commercial investment opportunities, BMG also specializes in helping investors gain insight and education on achieving positive outcomes in the fast-paced commercial real estate market. Through our research on historical data and analysis of future supply and demand conditions, our focus is to offer property owners, tenants and investors insight on deals that ensure high returns and minimal risks.

Credit Unions

Benjamin Management Group offers credit unions a diversified array of investment solutions, including certificates of deposit and overnight investments. Offered by our investment professionals whom are well versed in the Credit Union industry, BMG’s investment solutions allow credit unions to manage their cash effectively and earn competitive yield.

Institutional Investments

Whether you are responsible for an endowment that you need to maintain through perpetuity, or if you are responsible and liable for investment of employee benefits, BMG provides institutional investment advisory solutions that are independent and objective, and that consider you and your stakeholder’s mission and goals.

Investment Banking

BMG’s Investment Banking solutions include M&A, divestitures, private placements, and equity capital markets advice. We help our banking partners identify innovative solutions and strategies to improve shareholder value, raise capital to meet growth objectives, and develop new ideas and insight regarding individual companies and industry sectors.

Pension Funds

In today’s market benefit plan sponsors are faced with a broad spectrum of challenging issues, from uncertain markets to complex liability structures, to regulatory requirements. Based on each company’s custom requirements, situations, and circumstances, BMG’s pension solutions team is dedicated to helping you achieve the best possible outcomes for your plan participants.

Private Equity

BMG proudly assists investors across the globe by offering extensive knowledge, experience, and understanding of private equity in developing a customized approach to their investment needs. Through their global presence and years of experience in the private equity field, BMG has developed a deep understanding of the market while maintaining an extensive network of relationships that spans internationally.