Banyan takes a highly personalized approach to creating custom investment portfolios unique to each client. We will construct an equity portfolio based on your specific risk tolerance, tax situation and your need for liquidity. We also will discuss with you any limitations or restrictions that you wish to impose on your portfolio and make a mutual determination as to their application.
Our custom equity portfolios are actively managed with a well-defined sell discipline based on technical and fundamental criteria that signals when to reduce holdings and raise cash to lessen the impact of prolonged market declines.
Our customized equity portfolios are built security by security to meet your objectives.
Core Equity
Core Equity portfolios are designed to provide superior total return potential relative to the overall market. While we typically seek robust, market-leading companies with demonstrated sales and profit potential, we do not want to overpay for this growth, so we apply careful attention to valuation.
Our approach also incorporates a comprehensive value strategy, with portfolio construction focused on undervalued, overlooked equities. We look for a catalyst to unlock value.
Equity Income
Equity Income portfolios invest in dividend-paying stocks, master limited partnerships (MLPs), and select real estate investment trusts (REITs). Portfolios are typically constructed to pay current income in the form of dividends at a rate higher than the dividend yield of the S&P 500 Index with a secondary goal of capital appreciation.
Another goal of Equity Income portfolios is to identify companies that not only pay attractive current yields, but that also have demonstrated the ability to raise their dividends over time, striving to grow income at a rate higher than the expected inflation rate.