Our Philosophy

At Banyan Partners, we work closely with our clients to develop the appropriate asset allocations for each portfolio based upon client-specific risk tolerance, individual tax situation and liquidity needs. We apply our portfolio construction only after careful discussion centered on your investment objectives as well as your desire for income and capital appreciation.

This approach is designed to ensure that your investment portfolio is properly constructed to address your personal needs.

Investment Solutions

An important element of successful investing is the ability to adapt to ever-changing market conditions while carefully managing risk. At Banyan Partners, we offer a full range of custom investment services with varying objectives and degrees of risk to help preserve and enhance your wealth.

For portfolios of $1 million or more, tailored to your individual needs and designed to protect and grow your wealth in varied market conditions. Learn More		For portfolios of $250,000 or more, ETF and mutual fund-based strategies are deployed to offer broad diversification and flexibility. Learn More