The funds are the Bennett Conservative Fund; Bennett Moderate Fund; Bennett Growth Fund and Bennett Aggressive Growth Fund.
Dawn Bennett, chief executive officer/certified investment management analyst for the Bennett Group, serves as chief portfolio manager and chief investment strategist for the Funds.
Bennett said the strategy for Bennett Group of Funds is based upon methodology developed over her 25 years in the investment field managing portfolios.
Bennett Conservative Fund seeks capital preservation and, secondarily, long-term capital appreciation; Bennett Moderate Fund seeks a balance of capital preservation and long-term capital appreciation; Bennett Growth Fund seeks long-term capital appreciation and, secondarily, capital preservation; and Bennett Aggressive Growth Fund seeks long-term capital appreciation.
“We are thrilled to offer our expertise to the financial professional and their clients previously only available to our high-net-worth individuals and foundations.” Bennett said. “In this complex world of interconnected global economies, we focus on the factors leading to growth: local markets about to take off, natural resources supply and demand and dynamic currency markets.”