Banyan Partners provides customized portfolio solutions tailored to each client’s specific objectives. Banyan’s investment professionals and portfolio managers have decades of experience in developing investment solutions.
We work closely with our clients to develop an appropriate asset allocation based upon your specific risk tolerance, individual tax situation and liquidity needs. We apply our portfolio construction only after careful discussion centered on your investment objectives as well as your desire for income, capital appreciation and capital preservation. This approach is designed to ensure that your investment portfolio is properly constructed so you may benefit from an optimal level of risk and return which we have mutually agreed is most appropriate for you in achieving your goals over time.
In addition, Banyan offers guidance and advice to clients on important tax, estate, trust and financial planning matters. When a full estate plan, tax preparation, trusts and charitable giving services are required, we are able to engage our strategic legal partner, one of the top 100 law firms in the country, to work closely with Banyan and our clients.
Custom Equity
Handpicked, focused portfolios of individual stocks constructed to help you achieve your financial objectives.
Read more about Custom EquityCustom Option Overlay
For qualified clients, custom equity portfolios may be augmented by an option overlay, which can be used to enhance return, earn additional income and/or mitigate the risk of your equity portfolio.
Read more about Custom Option OverlaysCustom Fixed Income
Uniquely crafted income-producing portfolios of individual bonds designed to help protect your principal against interest rate swings and the threat of inflation.
Read more about Custom Fixed Income