Building a diversified investment portfolio no matter the market conditions is what Box Financial Advisors specializes in. Box Financial Advisors offers comprehensive advisory services in portfolio diversification to mitigate risk, beat inflation, and earn maximum yields on investments.
“We source tangible investment opportunities to add diversification to your investment portfolio.” Says Logan Bennett, a Financial Advisor at Box Financial Advisors.
About the Company:
The Box companies have a rich heritage in Tarrant County with over a 100-year history in the financial arena. Box Financial Advisors, a sister company of Box Insurance Agency, was founded in 2010. Box Financial Advisors is a comprehensive fee-only firm with a group of fiduciary advisors who manage more than $100 million in client assets.
Box Financial Advisors have their services divided into three wings: Financial Life Planning, Investment Counsel, and Retirement Planning.
They build customized investment portfolios using a “top-down” investment strategy combined with personalized planning to offer clients a diversified portfolio of traditional and alternative assets tailored to achieve their long-term investment goals.
Assisting high net-worth individuals, multi-family offices, and family offices, the company’s asset management arm has expertise spanning many disciplines including mutual funds to hedge funds and domestic investments to international opportunities.
Logan Bennett is a graduate of Texas Tech University where he earned a B.S. in Personal Financial Planning. Logan started his career as a financial coach, and he soon realized there was a growing need for wise financial planning based on creating long-term trusting relationships with clients and customizing financial solutions to their specific needs and goals. Logan enjoys living out his faith at work.
Logan holds the following degrees: A B.S. in Personal Financial Planning, an MBA in Personal Financial Planning (completion date Spring 2022), is a Member of Kingdom Advisors and is Life insurance licensed including a Series 65 license.
What makes Box Financial Advisors unique is it saves time for clients by leveraging investment sourcing, research, and due diligence. Clients receive better terms, lower minimum investments, and institutional price reductions. And lastly, clients enjoy greater diversification, less exposure to a single asset class, and low correlation to the volatility of stocks/bonds.
Future Plans:
Box Financial Advisors manages over $100 million in assets and plans to launch an internal fund for investors which will allow clients to have greater portfolio diversification utilizing tangible investment opportunities while continuing to offer robust financial planning, accounting, and commercial insurance for business owners.
Schedule a free initial consultation with Box Financial Advisors by going on their website.
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Media Contact
Company Name: Box Financial Advisors
Contact Person: Logan Bennett
Email: Send Email
Address:1200 S. Main Street, Suite 1600
City: Grapevine
State: Texas 76051
Country: United States
Website: https://boxfinancial.com/