Our Story

In our 20 years as partners, we have built a practice modeled on the private bank where we first worked together. We strive to deliver a bespoke wealth management experience for our clients that harnesses the unique capabilities of Chris Benedict, CFA, as a portfolio manager and investment strategist, and Brian McLoughlin, as a client advocate and planning coordinator, to maximize the team’s talents. Our goal is to be the smartest and hardest working wealth management team that you will find, distinguished by the intellectual capital that we bring to the relationship as well as our ability to leverage the comprehensive resources of Morgan Stanley.

The Benedict-McLoughlin Group endeavors to serve as your personal CFO.  As such, we are driven to ensure that you make thoughtful decisions at every interval of the active financial management process. We are skilled at making strategic market decisions on your behalf while applying financial planning considerations to the overall strategy.

We place a premium on the engine of wealth creation; investment management and ongoing portfolio monitoring. In our practice, we believe this critical role of ‘portfolio manager’ is too important to be delegated to third-party managers and packaged products. Personal portfolio management (see Portfolio Management Tab), thoughtfully integrated with a comprehensive financial plan, is the most effective way to create value.  When you call us on any portfolio matter, you’ll speak directly to your personal portfolio manager, Chris Benedict, who has dedicated his career to directly managing investment portfolios since 1993. 

We do our best at every turn to stack the odds for success in your favor and believe a direct relationship with your portfolio manager and concierge-level client service enhances the likelihood of a positive outcome.
Services Include
  • Wealth Management1
  • Professional Portfolio Management2
  • Financial Planning3
  • Business Succession Planning4
  • Retirement Planning5
  • Estate Planning Strategies6
  • Alternative Investments7
  • Sustainable Investing8
  • Lending Products
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Our Process, Your Journey

Our sole purpose is to take your goals and make them our mission.  If it’s important to you, then it’s important to us. Our highly disciplined approach was developed to ensure we are thoroughly attuned to your individual perspective and life situation, so that your financial plan and portfolio strategy match your financial objectives and personal values.

While we understand the importance of a disciplined process, we recognize that the process is ours, but the journey to achieving financial peace-of-mind is all yours. Therefore, we treat every client touchpoint and engagement as unique. Most importantly, you will dictate the pace and tenor of our planning relationship and we will move down a path that meets your personal priorities and comfort level.

We encourage a collaborative process that helps ensure effective communication, trackable strategy implementation and measurable performance that is detailed here:

Clients

We work collaboratively with affluent families to help them solve problems. We have worked with people whose lives are in transition, specifically:

i.    Individuals planning for retirement
ii.   Entrepreneurs selling a business
iii.  Individuals experiencing an inheritance or other lifetime liquidity occurrence
iv.  Those facing a life-changing event like the loss of a spouse or divorce.

Many of our clients have spent a lifetime working hard and smart in amassing considerable wealth, so now the ante is much higher. They are looking to leverage experience, so they can stay focused on their family, life passions and their legacy. They believe, as we do, that choosing the right team of financial advisors (see Our Story Tab) who demonstrate those same qualities is paramount to building trust and confidence. At the Benedict-McLoughlin Group, we want you to know that your financial affairs are being managed with the same vigor that resulted in your success.

Here are a few illustrations of our work:

Portfolio Management

Many of our clients and families, particularly those with significant personal or institutional wealth, expect and appreciate a more hands-on service when it comes to their investment portfolios. Morgan Stanley’s Portfolio Management Program was established to provide individual investors with a level of personalized portfolio management historically only provided to institutional clients.

Chris Benedict is a Senior Portfolio Manager in the Portfolio Management Program and a CFA® charter holder. Chris has been qualified by the firm based on his advanced training, experience and commitment to client service, allowing him to identify, construct and manage appropriate investment portfolios on a fully discretionary basis, in accordance with your specific needs and objectives.

Chris operates as a fiduciary, ensuring that every investment and planning decision is made in your best interest. Our number one objective is to preserve and grow your wealth.  Despite volatile markets, we create investment plans to help you navigate through all investment environments.

The ‘Diversified Income’ and ‘Diversified Growth’ portfolios managed directly by Chris are customizable and designed to deliver:

• Competitive, risk adjusted investment returns
• Tax-efficiency
• Capital preservation as a priority
• A long-term bias, but actively managed in anticipation of market movements 
• Skilled tactical adjustments as markets dictate

Location

10960 Wilshire Blvd
Ste 2000
Los Angeles, CA 90024
US
Direct:
(310) 443-0500(310) 443-0500
Toll Free:
(800) 648-3833(800) 648-3833

Meet Benedict-McLoughlin Group

About Me

Brian McLoughlin is a Financial Advisor with Morgan Stanley and a founding partner of the Benedict-McLoughlin Group at Morgan Stanley.  As an investment advisor, Brian has served affluent families for more than 25 years, the last 20 in partnership with Chris Benedict. Prior to joining Morgan Stanley, Brian partnered with Chris at the Benedict-McLoughlin Group at Oppenheimer & Co. He previously led private client marketing efforts in the western U.S. for Brown Brothers Harriman & Co. 

Brian is a graduate of Loyola University Maryland where he was a two-sport scholarship athlete in baseball and basketball. Brian supports youth athletic programs and environmental causes and has served two terms on the Hugh O’Brian Youth Leadership Board of Trustees. 

Brian lives in Manhattan Beach, CA with his wife Tricia.  In his leisure time, he enjoys playing golf, biking, hiking and racing cars.  He also proudly follows the athletic and business endeavors of his two children as well as being an avid baseball and basketball fan.
Securities Agent: AZ, CA, CT, DC, FL, HI, MI, MO, MT, NC, NH, NJ, NM, NV, NY, OR, TX, WA, WI; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1282519

About Me

Christopher Benedict, CFA
First Vice President – Wealth Management
Senior Portfolio Manager

Chris is a Senior Portfolio Manager in Morgan Stanley’s Portfolio Management Group in Los Angeles and has been in the investment business since 1993. As a member of the Benedict-McLoughlin Group, Chris serves as the group’s Chief Investment Strategist and Portfolio Manager for all client accounts.  He previously held a similar position at Oppenheimer & Co.  Prior to that, he was a Portfolio Manager with Brown Brothers Harriman in New York where he co-managed all of the firm’s U.S. equity products including mutual funds, institutional accounts as well as the firm’s model portfolios that served as a guide for over $9 billion.

Chris earned his M.B.A. from the UCLA Anderson School of Management and a B.A. in Economics from the University of Connecticut where he graduated from the Economic Scholars program and was also awarded the Phi Beta Kappa designation. He has been a Chartered Financial Analyst (CFA) since 2001 and is a member of the CFA Institute.  Chris currently serves on the Boards of both Angel City Sports and Woodland Hills Country Club.  Chris is the former CFO and Executive Committee member of the UCLA Anderson Alumni Board of Directors and a former Instructor at UCLA Extension.

Chris resides in Woodland Hills, California with his wife and three children.  He enjoys spending time with his family, golfing, working out and following the UCLA Bruins and UCONN Huskies athletic teams.
Securities Agent: AZ, CA, CT, DC, FL, HI, MI, MO, MT, NC, NH, NJ, NM, NV, NY, OR, TX, WA, WI; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1278939

About Me

Mona Gevarter is a Registered Client Service Associate with Morgan Stanley. Mona began her financial services career in 1998, joining Smith Barney (now Morgan Stanley) in 2001 from Prudential Securities. She joined the Benedict-McLoughlin Group in 2014 and serves as the group’s primary client liaison and operational administrator for client accounts. Mona’s knowledge and industry experience are centered on providing exceptional client service, which complements the personalized investment and planning offerings of the Benedict-McLoughlin Group.
Investment and Market Perspectives

On the Markets

Mosaic

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Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
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Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
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Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
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Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
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Ready to start a conversation? Contact Benedict-McLoughlin Group today.
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

8The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

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The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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