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At Banta Asset Management, we believe that Investment Management has many facets. As individual and family financial circumstances vary, so should investment portfolios. We use the strengths of our advisory team and our proprietary investment capabilities to develop goal-oriented investment strategies based on each client’s financial road map. As an independent/fee-based (only) Registered Investment Advisory firm, we are singularly focused on managing customized portfolios tailored to your needs. We are uniquely positioned to pull from all available investment resources, from listed equities and fixed-income securities to non-traditional alternative investments.
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>>