Unique Managers and Strategies - High Conviction Investments - Alpha-driven - since 1998

Company Background

Benchmark Plus is an alternative investment manager and advisor based in Tacoma, WA.  Our Managing Members, Robert Ferguson and Scott Franzblau, have over 50 years of combined investment experience in alternatives asset classes.  Benchmark is a registered Investment Adviser with the U.S. Securities and Exchange Commission.*

For over 20 years, we have specialized in finding unique trade opportunities utilizing highly skilled hedge fund managers operating in inefficient sectors of the market.  Our Real Alpha™ investment process seeks to uncover managers that trade in asset classes, sectors and strategies often overlooked by other investors, well before they become main-stream.  With a proprietary system, we can fully decompose a manager’s return into its respective market risk factors and its excess return, or alpha.  Our experienced portfolio management team uses carefully selected and well diversified manager exposures, coupled with cost effective derivatives, to construct outcome based investment solutions for our clients.

Core product offerings include:

- market neutral, low volatility Fund of Funds
- enhanced index offerings
- active long/short equity hedge fund strategy
- concentrated best ideas fund

*Registration with the SEC does not imply a certain level of skill or training.