Investment Management Service Designed For You

At Landsberg Bennett Private Wealth Management, we understand the importance of trust and transparency in finance. We operate as a fiduciary, ensuring your interests are central to our actions. Our fee-only Investment Management Services are crafted to assist you through the financial market's complexities, aiming to enhance your wealth progressively.

What is an Investment Management Service?

Investment Management Service is the professional management of your investment portfolio by a qualified advisor. This service involves:

  • In-depth analysis: Assessing your financial objectives, risk comfort, and investment duration.

  • Strategic planning: Crafting a tailored investment plan to meet your specific requirements.

  • Portfolio construction: Spreading investments across different asset types to balance risk and enhance gains.

  • Ongoing monitoring: Regularly evaluating market dynamics and updating your investment mix accordingly.

  • Regular communication: Keeping you updated on your portfolio status and strategic approaches.

Benefits of Investment Management Service with Landsberg Bennett

By partnering with Landsberg Bennett for your Investment Management Service, you gain access to several key benefits:

  • Fiduciary commitment: Our team, acting as fiduciaries, legally prioritizes your interests, helping to ensure decisions align with your financial goals.

  • Clear fee-only model: This model provides transparency, removing potential interest conflicts. Our costs are straightforward, emphasizing your financial well-being.

  • Increased Potential for Returns: Working with us may lead to higher potential returns. Our experienced advisors use their knowledge to spot investment options that suit your risk level and financial goals, aiming to improve your outcome chances.

  • Reduced Investment Stress: We take on the research, analysis, and portfolio management tasks. With Landsberg Bennett managing your investments, you can focus on other important matters, confident that your investments are well handled.

  • Professional Investment Proficiency: Our team has comprehensive knowledge and experience in managing investments. Our insight helps you tackle market complexities effectively, guiding you to enhance your investment approach.

  • Personalized Service: Recognizing each investor’s distinct financial situation, we strive to understand your specific needs and objectives. This understanding allows us to design a strategy that aligns with your personal preferences.

  • Transparent Communication: We prioritize clear and open communication. You can expect consistent updates on how your investments are doing and insights into our strategic moves, helping you stay informed and involved in your financial progress.

Why Choose Landsberg Bennett for Investment Management Service?

Landsberg Bennett is a reliable advisor for discerning clients, supported by a team with significant industry credentials, dedicated to fulfilling your financial aspirations. What we believe sets us apart:

Long-Term Investment Approach

Our focus is on long-term growth, steering through market volatilities.

Risk-Managed Strategies

We prioritize protecting your capital, tailoring risk management to fit your comfort level.

Diversified Asset Allocation

By allocating investments across different assets like stocks, bonds, and real estate, we aim to maintain a balance between risk and potential gains.

Client-Centric Focus

Your needs lead our efforts, fostering strong connections and providing attentive service.


Forbes’ Best in State Wealth Advisors (Michael W. Landsberg)*

2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018

Forbes’ Best in State Wealth Advisors (Lew Bennett)*

2024 | 2023 | 2022 | 2021


America’s Top Advisor Ranking (Michael W. Landsberg)*

2018 | 2017 | 2016 | 2015 | 2012 | 2011 | 2010

*Barron’s annual rankings are based on assets under management, revenue generated by advisors for their firms, and the quality of their practices. Investment performance isn’t an explicit criterion, because it is often a function of each client’s appetite for risk. In our evaluations, we examine regulatory records, internal company documents, and 100-plus data points provided by the advisors themselves.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.

Our Investment Management Service Process

At Landsberg Bennett, our Investment Management Service follows a well-defined process:

  1. Initial Consultation:

    Starting with Landsberg Bennett involves a detailed initial meeting where we explore your financial targets, risk comfort, and unique situation. This discussion helps us understand your objectives, enabling us to customize our offerings for you.

  2. Investment Strategy Development:

    Based on our initial talk, we collaborate to develop a strategy that fits your financial aims, considering your risk preferences and timeline. We aim to create a plan that mirrors your individual goals.

  3. Portfolio Construction & Implementation:

    With your strategy ready, we form a diversified portfolio that caters to your needs, selecting investments to balance risk and help enhance returns. Our advisors manage trade execution meticulously.

  4. Ongoing Monitoring & Performance Reporting:

    Our dedication to your financial progress includes ongoing portfolio review, using tools for tracking against your goals. You’ll receive detailed reports regularly, giving a clear view of your investment performance.

  5. Regular Communication & Strategy Adjustments:

    Recognizing the fluid nature of financial journeys, we engage in frequent discussions with you, ready to address changes or concerns. Our flexible strategy adapts to your shifting goals and the economic environment.

Landsberg Bennett’s structured approach to investment management aims to guide you through market intricacies, aiming for your long-term financial success.

Take Control of Your Financial Future

Ready to start building a secure financial future? Contact Landsberg Bennett today to schedule a free consultation and discuss how our Investment Management Service can help you achieve your long-term financial goals.