Services Offered
Investment Management
Banyan Partners is a SEC Registered Investment Advisor providing individuals and institutions personalized investment portfolio management services tailored to meet our client’s unique financial objectives.
We work closely with our clients to develop the appropriate asset allocations for your portfolio based upon your specific tolerance to risk, your individual tax situation, and your need for liquidity. We apply our portfolio construction only after a careful discussion centered on your investment objectives and your desire for income.
This approach ensures that your investment portfolio is properly designed to address your specific individual needs.
Individual Securities
We initially use a fundamental approach to our sector and industry research providing us with a blueprint for constructing a sound equity allocation within the portfolio. We invest in individual securities, concentrating on momentum and technical analysis. Our emphasis is on maximizing returns through efficient trading with less emphasis on tax sensitivity or holding periods.
We take advantage of market volatility and sector momentum using opportunities to establish positions in undervalued companies meeting our specific criteria. We will regularly overweight sectors which we believe offer the prospects of superior returns and reduce or eliminate sectors which we believe may underperform the overall market.
Due to our specific style of trading, we maintain a strong sell discipline, often employing stops or hedges within most portfolios. A stock may be sold for fundamental or technical reasons, to maintain sector weightings or simply, if a more attractive opportunity exists elsewhere in the market.
Mutual Funds and ETFs
Banyan may employ or combine active asset allocation with the use of no-load Mutual Funds or passively managed Exchange Traded Funds (ETFs) in order to help achieve a client’s investment return objectives. In some cases, these investment options may offer our clients a tax-efficient and low-risk way to gain specific broad market or sector exposure.
We apply a strategic approach to identifying market and sector trends when using mutual funds or ETFs. We will also use these investment vehicles, when appropriate, to establish hedges or short positions to reduce risk or enhance return within the portfolio.
Philosophy
Commitment to Service
Banyan provides outstanding service for every individual, family, or trust that we serve. We are committed to providing exceptional service to our clients and their families over several generations.
Personalized Long-term Relationships
Every client is given a personalized and unique approach to all of their specific financial needs. We are proud of our commitment to build and maintain long-term client relationships for over twenty years.
Comprehensive Financial Counseling
We are focused on providing each client with a comprehensive financial counseling relationship. Our investment philosophy is coupled with an overall review of a client’s current estate plan, tax situation, cash flow and retirement plan.
Communication
We prepare comprehensive quarterly portfolio reports which detail measured Performance, Asset and Sector Allocation, Transaction Details and Position Holdings. We are committed to meet with each client, at least annually. Meetings are designed to discuss individual performance relative to each client’s objectives, any subsequent changes to tax sensitivity, liquidity needs or risk tolerance.
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