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Founded in 1967 by David Banta, our firm has grown by earning the trust of high net worth individuals and their families. Many of our current clients are the children and grandchildren of clients we began working with decades ago. Through more than 40 years of economic cycles, we have maintained our commitment to independent research, direct hands-on investment management. It’s an approach that continues to attract loyal clients.
In 1991, Banta Asset Management became a family business when David was joined by his three sons, Mark, Michael and Stephen Banta. After many years at broker-affiliates, we made the shift to a fully independent model in 2004 . We are now able to offer a greater breadth of financial services beyond traditional investment management, through our direct in-house capabilities and our professional network. Today our services range from financial planning to private equity placement and alternative investments, lending services, insurance, trust and estate services.
As Banta moves toward its 50-year milestone, we are proud to serve as the trusted wealth management partner for hundreds of families in Southern California and across the nation.
We work objectively and tirelessly on your behalf to help achieve your goals. We’ve consistently earned the trust of high net worth families for more than 40 years. ...more>>