Benefit Financial Services Group (fka PacWest Financial Mgt.) Email Format

Investment ManagementArizona, United States2-10 Employees

Benefit Financial Services Group, formerly PacWest Financial Management, is an independent investment management firm based in Phoenix, Arizona. Founded in 1997, the company describes its approach as a service platform in which each client is known and understood, with goals aligned to long-term objectives, guided by professional expertise, honesty, and transparency. The firm is independently owned, free from control by other financial institutions, and operates with a small team.

Investment research and money management are conducted in-house, and clients are welcome to visit to observe activities. Client assets are held at one of three large national independent custodians, and withdrawals require client authorization rather than firm discretion. All investment actions are transparent to clients, reflecting the organization’s emphasis on openness in its client relationships.

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