Specialty Strategies

Specialized Investment Strategies for All Market Conditions

At Banyan Partners, we understand that one of the key elements of investment success is the ability to adapt to ever-changing market conditions. Our full range of investment strategies provides a flexible way to diversify across stocks and bonds, exchange traded funds (ETFs) and mutual funds and with investment portfolios starting at $250,000 or above.

We proactively manage each strategy to help reduce risk. This includes raising cash to help cushion against declining markets and using defensive strategies that are specifically designed to help mitigate loss. Banyan also offers customized portfolios for individual or institutional accounts of $1 million or more.

• Global Fixed Income
  Seeks to produce a steady stream of ordinary income from a broadly diversified portfolio that invests in domestic & global fixed income securities.

  *Formerly Diversified Income Builder

• ETF Global Rotation
  Designed to provide aggressive growth of capital by investing in a focused group of ETFs according to our proprietary analysis of risk-adjusted returns.

• Covered Call Equity
  A focused equity income portfolio with a managed covered call strategy providing premium income and dividend yield to mitigate risk.