» Our TeamProfessional Team
The professionals at Banyan Partners create custom investment portfolios designed to meet the unique objectives of each client. We offer a depth of experience in investment management, research and analysis that provides the platform for our opportunistic approach to wealth management.
Banyan’s Client-Centered Approach
Our team of professionals are committed to providing the highest quality of service for our nationwide clients.
Portfolio
Manager
Crafts a unique investment plan based on a client’s needs and actively monitors and manages portfolios.
Investment Consultant
Reviews a client’s goals, investment objective and account performance. Maintains open communication via telephone, emails or in-person meetings.
Proactive Communication
The firm’s investment outlook and market analysis delivered via quarterly outlook letters and conference calls, and occasional seminars and white papers.