A complete list of active advisors currently associated with Banyan Asset Management, Inc.

Warmer can help you find a great advisor at Banyan Asset Management, Inc. or one who fits your needs even better.

Banyan Asset Management provides fee‑only investment advisory and discretionary portfolio management to individuals, trusts, estates, and charitable organizations. The firm offers limited consultation on non‑investment matters and may recommend outside professionals for implementation, but it does not hold itself out as providing comprehensive financial, tax, or legal planning. The firm’s investment process blends fundamental, technical, charting, and cyclical analysis and implements long‑term, short‑term, and trading strategies across individual equities, mutual funds, and cash. Notably, Banyan uses derivatives in separately managed accounts—primarily selling covered call options and occasionally buying options for hedging—which is a relatively uncommon practice among independent firms and can be restricted by clients in writing. Operating with roughly $27 million in discretionary assets and a small client base, the firm emphasizes direct oversight by its principal, who holds the CFA designation. Banyan does not vote client proxies (clients retain voting authority) and generally recommends a single custodian for execution while disclosing receipt of non‑monetary support services from that custodian.

To learn more about the advisors currently working at Banyan Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.