Benton Innovation Group

The firm operates as an investment manager that focuses on pooled vehicles and institutional mandates rather than serving retail individual clients. It provides investment advisory and portfolio management services for those pooled or institutional accounts and is organized as a very small practice with a single advisor and no reported individual clients or assets under management.

The firm's sole owner, who serves as president and chief compliance officer, is responsible for supervising all advisory activities and reviews accounts and recommendations on an ongoing basis. While investment managers commonly charge percentage-of-AUM fees, the firm discloses the use of alternative billing arrangements — including hourly fees — which is uncommon among peers in this category.

The firm’s owner also conducts several outside business activities that create potential conflicts of interest, including acting as a licensed insurance agent (which may generate commissions), serving as an Intuit-authorized consultant (which may generate referral fees), and leading a 501(c)(3) ecological nonprofit that provides deferred compensation. That mix of insurance sales, referral relationships, and nonprofit leadership alongside institutional investment management is a noteworthy departure from typical institutional-only managers and is disclosed for client consideration.