Ben Schwartz

Wealth Manager at Plancorp LLC

Ben Schwartz

Ben Schwartz

Wealth Manager at Plancorp LLC

Biography

Ben brought with him several years of experience in investment management and financial planning when he arrived at Plancorp in 2013. Ben’s immersion in the industry gives him the insight necessary to determine customized and thoughtful solutions for each of his clients.

Born in Denmark, Ben was raised primarily in North Carolina after his family moved to the U.S. at the age of 4. He earned a degree in Business Management from North Carolina State University. Not long after graduation, he met his now-wife Megan while living in Charlotte, and the two of them eventually migrated to her home town of St. Louis.

In his free time, Ben enjoys traveling, exercising and eating good food. He also has a strong passion and a deep knowledge of a variety of genres of music.

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Founder, Chairman & Co-Chief Investment Officer at Plancorp LLC

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President & Chief Executive Officer at Plancorp LLC

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Chief Financial Officer at Plancorp LLC

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Wealth Manager at Plancorp LLC

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Chief Planning Officer at Plancorp LLC

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Chief Administrative Officer at Plancorp LLC

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Director of Exit Strategy Advisors at Plancorp LLC

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Director of Operations & Compliance at Plancorp LLC

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Chief Client Experience Officer & Director of Retirement Plan Advisors at Plancorp LLC

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Director of Institutional Asset Management at Plancorp LLC

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Ben Schwartz
Wealth Manager at Plancorp LLC
Career History
Wealth Manager
Current

Plancorp's investment philosophy is based on Modern Portfolio Theory, that is, it seeks to reduce risk in a portfolio through systematic diversification across asset classes and within those particular asset classes for both equities and bonds. Plancorp adheres to the passive asset management style of investing and, thus, recommends no-load passively managed mutual funds.For investment management clients, Plancorp develops customized portfolios based on a long-term asset allocation strategy that is consistent with the client's investment objective and risk tolerance. The firm typically uses academic-based research in analyzing passively managed mutual funds that they recommend to clients. Plancorp typically recommends that clients invest in a diversified mix of no-load, passively managed, mutual funds advised by Dimensional Fund Advisors or the Vanguard Group. These mutual funds have low operating expenses, low portfolio turnover, below average capital gains distributions and a fundamental investment objective of investing primarily in a particular asset class. At times, Plancorp may recommend ETFs for client portfolios to maintain market exposure while rebalancing the portfolio, and in limited circumstances to meet specific client needs. In this regard, they may also recommend bonds or other types of securities.The mutual funds recommended by Plancorp invest primarily in some or all of the following types of securities: US stocks of any market capitalization (small-, mid- and large-cap companies); foreign stocks, including emerging markets; fixed income securities; US Government and Government Agency Securities; REITs (foreign and domestic); ETFs; corporate debt securities and CDs; and municipal securities.^

Other Affiliations

Ben Schwartz is affiliated with Plancorp LLC

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