Services Offered
Investment Management
Banyan Partners is a SEC Registered Investment Advisor providing individuals and institutions personalized investment portfolio management services tailored to meet specific financial objectives.
We work closely with our clients to develop the appropriate asset allocations for your portfolio based upon your:
- Risk Tolerance
- Return Objectives
- Time Horizon
- Liquidity Needs
- Tax sensitivity
- Legal Constraints
This approach ensures that your investment portfolio is properly designed to address your specific individual needs
Individual Securities
We construct customized, diversified portfolios of individual stocks and bonds, striking the appropriate balance between long term growth and capital preservation.
For taxable accounts, portfolios are designed for maximum after-tax returns. We favor long-term investment strategies over short-term trading: however, we recognize the need to be flexible in a rapidly changing market environment and can employ hedging strategies where directed.
Our disciplined strategy allows the firm to remain focused on your objectives while simultaneously taking advantage of temporary market fluctuations. We believe that long-term ownership of equities is the best way to defend against the inevitable impact of inflation.
Mutual Funds and ETFs
Banyan will also construct portfolios of no-load mutual funds and Exchange Traded Funds (ETFs) for specific clients who need greater diversification. Mutual funds and ETFs can provide broader diversification for smaller accounts and offer exposure to more specialized sectors of the markets for larger accounts.
We apply our strategic expertise in identifying global market and industry trends to the management of mutual fund portfolios. Individual mutual fund selection is based upon, but not limited to, the fund's past performance in both up and down markets, style, size, manager tenure, portfolio turnover, and expense ratio. Each of these factors is weighed in the context of your objectives and constraints.
Philosophy
Long-term Perspective
We produce a lower turnover rate thereby optimizing a higher after-tax rate of return.
Fundamental Focus
We maintain an emphasis on high quality companies with a dominant competitive position in their respective industry and a record of consistently strong cash flow generation.
Valuation
We focus on purchasing equities at reasonable valuations thereby enhancing their potential long-term returns while mitigating downside risks.
Communication
A critical element of any successful investment manager / client association is the timely communication of comprehensive, yet concise, information.
Quarterly, we prepare a comprehensive portfolio valuation report and commentary. You also receive your regular monthly statements from your respective brokerage firm / custodian.
Meeting, at least annually, to review portfolio performance and to discuss changes in investment objectives is integral to the investment management relationship.
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