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

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

Banyan Capital Management provides discretionary investment management to individuals, trusts, estates, and retirement plans, and offers tailored portfolio supervision for balanced and fixed‑income needs. The firm primarily invests in publicly traded equities and may use mutual funds to provide specialized or multi‑sector exposure. The firm follows a value‑oriented, fundamental analysis approach with a long time horizon, seeking to buy businesses trading at a discount to Banyan’s estimate of intrinsic value and generally holding concentrated portfolios (typically 15–20 stocks) with low turnover. Banyan documents portfolio activity and performance on a quarterly basis, comparing returns to benchmarks such as the S&P 500 and other relevant indexes. Compared with many peers, Banyan discloses and communicates performance results more prominently — including use of predecessor or historical performance in its materials — and works with a mix of client types that includes institutional accounts such as pension plans and insurance company clients. The firm also uses borrowing tools in managed accounts (including margin and Securities Backed Lines of Credit), discloses the associated risks and conflicts of interest, and states that outstanding margin balances may be included in assets under management.

To learn more about the advisors currently working at Banyan Capital 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.