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Banyan Asset Management, Inc.

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Banyan Asset Management, Inc.

Mission statement:

Enhance the financial prosperity and security of our clients by maximizing asset perpetuation throughout all economic cycles and stages of life.

Overview:

Banyan Asset Management, Inc., a Registered Investment Advisor, specializes in private, professional money management for individual investors and institutional clients.

We seek to enhance the financial prosperity and security of our clients by maximizing asset perpetuation throughout all economic cycles and stages of life. Our strategy, based on the total return approach (capital gains, dividends, and interest), focuses on achieving reasonable upside with minimal uncertainty.

We assist our clients in establishing realistic investment objectives and understanding their risk tolerance. We then create and manage private investment portfolios tailored to the unique needs of each individual client.

Discretionary investment decisions are made in accordance with the client’s investment objectives and risk tolerance, coupled with Banyan Asset Management's investment philosophy and process. Our investment style builds diversified portfolios of fundamentally strong companies spanning all market capitalizations, with an emphasis on value.

Banyan Asset Management never has custody of the client’s assets; instead, custody remains with the client’s broker. By signing a limited trading authorization document supplied by the broker, the client permits Banyan Asset Management to buy and sell securities in the brokerage account.

Our clients always retain ultimate control over their accounts. Trade confirmations and monthly/quarterly account statements from the broker give the client clarity on all activity in the account. Ultimately, the client may terminate the investment management contract in writing at any time without any penalty or fee from Banyan Asset Management.

Banyan Asset Management's annual investment management fee, based on a percentage of assets under management, is 1.0% for individual stock, bond, and mutual fund portfolios. Clients are billed 0.25% of the market value of their portfolio at the end of each quarter, after investment supervisory services are performed.

Toll Free: +1 888 584 0400

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