Banyan also offers select specialty strategies that utilize no-load mutual funds and/or exchange traded funds. These strategies are actively managed and proactively buy and sell positions when we believe it is appropriate to help achieve your investment return objectives and/or to reduce risk.
Our specialized investment solutions have various objectives and degrees of risk and may be used exclusively or in combination with your overall portfolio. They are designed to complement the core strategies and may or may not be intended to be your primary investment. We will help you determine which one, or combination, is best suited to your investment objectives and risk tolerance.
Lotus US Equity
An ETF-based tactical investment strategy designed to achieve consistent, repeatable returns by avoiding significant losses.
Download PDFLotus Global Equity
An ETF-based tactical investment strategy designed to achieve consistent, repeatable returns by avoiding significant losses.
Download PDFLotus Tactical Allocation
An ETF-based tactical investment strategy designed to achieve consistent, repeatable returns by avoiding significant losses.
Download PDFGlobal Fixed Income
Seeks to produce a steady stream of ordinary income from a broadly diversified portfolio that invests in domestic and global fixed income securities.
Download PDFETF Global Rotation
Designed to provide long-term growth of capital by investing in a focused group of ETFs according to our proprietary analysis of risk-adjusted returns.
Download PDFETF Strategic Allocation
Offers long-term growth potential through a diversified, ETF-based asset allocation strategy.
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