PROFESSIONAL
INVESTMENT MANAGEMENT
For Institutional Investors & Family Offices
ABOUT BANYAN POINT
Banyan Point is a leading investment management firm specializing in providing tailored solutions for institutional investors and family offices. Our team is dedicated to delivering exceptional results and personalized services to meet the unique needs of our clients.
OUR SERVICES
PORTFOLIO MANAGEMENT
Banyan Point brings over 40 years of expertise in professional investment management, allowing us to align your financial goals with tailored investment strategies. Our team's extensive experience ensures that we efficiently execute these strategies, guiding you toward your desired outcomes. Trust us to navigate the complexities of the investment landscape, so you can focus on what most to you.
RISK ASSESSMENT
Risk management is essential for safeguarding your financial portfolio. Our expert team conducts thorough assessments at every level creating tailored risk profiles and effective mitigation strategies. With a proactive approach, we ensure that your financial plan is resilient against potential challenges. Trust us to navigate the complexities of risk, securing your financial future.
PERFORMANCE REPORTING
Unlock the power of data with our expert customized performance reporting. Our tailored reports provide you with in-depth insights, helping make informed decisions and drive your success. Stay ahead of the curve with analyses designed specifically for your needs, ensuring you get the most out of your performance metrics. Let us empower you to reach your goals with precision and clarity.
MANAGER REVIEW AND SELECTION
Banyan Point is uniquely situated to perform manager due-diligence, reviews and searches. Banyan Point leadership has excelled in manager selection for over 30 years.
INVESTMENT SERVICES
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Outsourced CIO
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Asset Acquisition and Disposition
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Investment Search Advisory
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Lending Advisory for Real Estate and Business
TAX EFFICIENCY
We leverage tax professionals to structure investment portfolios that have tax benefit to take advantage of long-term capital gains, 1031 exchange structures, tax credits and advanced deprecation.
OUR TEAM
RUSSELL M. NIEMIE
MANAGING PARTNER
BANYAN POINT
THE DISCIPLINE OF INVESTING
561-951-9104
MICHAEL WOLFE
MANAGING PARTNER
848-992-0496
GET IN TOUCH
VISIT US
For inquiries, please fill in the following contact form:
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