» 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 commited 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, our weekly electronic newsletter and occasional seminars and white papers.