BANYAN ASSET MANAGEMENT, INC.

Overview

Banyan Asset Management, Inc. is a small, fee-based advisory firm that focuses on portfolio management for individuals and small businesses. The firm runs an equity-centered strategy: exchange-traded equities and ETFs make up the largest portion of client holdings, and the stated asset preference is equities. Its business model is straightforward — discretionary portfolio management charged as a percentage of assets under management — and the client base is primarily individual and family households rather than institutions or pension plans. Banyan is not positioned as an ESG investor, is not a multi-state adviser, and does not identify as a capital allocator or related adviser. Operationally the firm appears to run a concentrated, hands-on model suitable for high-net-worth households: relatively few clients, all discretionary assets, and custody centralized with a major custodian. Investment decisions appear oriented around liquid public securities for core exposures, with mutual funds used where access to active or blended exposure is preferred.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices