Advisor at Bennett Selby Investments, L.P.
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Firm
Bennett Selby Investments, L.P.
Location
Falmouth, ME
Credentials
Series 63, Series 66
Industry experience
20 years
Matthew Bennett is a financial advisor with Bennett Selby Investments, L.P. in Falmouth, ME. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Bennett has been with Bennett Selby Investments since 2005. Bennett Selby Investments provides discretionary portfolio management for individual clients, including high-net-worth households, and offers pension consulting and ERISA Section 3(38) fiduciary services for qualified retirement plans. The firm follows a long-term, value-oriented approach with concentrated equity holdings and selective use of options strategies within separately managed accounts.
Based on Bennett Selby Investments, L.P.
1.0% annually
Account minimum: $1,000,000
Falmouth, ME
Maine · Texas
Bennett Selby Investments, Limited Partnership
2005 - Present (21 years)
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Other specialized services
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