Building Permanent Wealth
Since 1987, Banyan Capital Management’s purpose has been to “Build Permanent Wealth” for its clients. We accomplish this by opportunistically investing in undervalued securities with a strong bias towards exceptional companies we can own for long periods.
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The Ideal Investment
A letter regarding our investment criteria.
What makes Us
Different from the rest?
We do not try to be everything for everyone. We do one thing, and we do it well.
We eat our own cooking.
Every full-time employee of Banyan is barred from buying public securities our clients do not own. If we are buying it for you, we are buying it for ourselves.
We are fundamentalists.
We view a stock as an ownership interest in a business, and this view is core to our investment philosophy. We do not chase returns or try to time the market.
We manage risk one security at a time.
To do so, we adhere to a well-defined process to select securities with attractive risk/reward propositions. Our process guides our decisions.
We embrace intelligent diversification.
This can be achieved by thoughtfully selecting 15-20 securities. Extreme diversification, on the other hand, is better at minimizing thought than risk.
Creating value for existing clients.
While we recognize growth is critical to our survival, growth is not our main goal. We prefer quality to quantity.
We stand by our Principles
At Banyan Capital Management, we share a fundamental belief. Our success, in business as in life, depends on whether we create value for others. Only by creating value for others can we create value for ourselves. To that end, we have adopted the following set of principles:
Excellence
Excellence is achieved when we exceed expectations. We share an unwavering dedication to mastering our craft.
Improvement
Today’s excellence is tomorrow’s mediocrity. We continuously improve ourselves and our processes.
Integrity
Integrity is doing what is right all the time. We place our clients’ interests ahead of our own.
Meet Our team
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Drew is a Partner and Portfolio Manager at Banyan Capital Management. He graduated with his Bachelor of Arts in History and Economics from the University of Alabama in 2012 and graduated from the University of Alabama’s joint JD/MBA program in 2016. Drew joined Banyan Capital Management in 2016 and bought the firm at yearend 2018. He is a member of the CFA Institute and the CFA Society of Atlanta. He is also an inactive member of the State Bar of Georgia. In his spare time, Drew enjoys spending time with his wife and children, following Alabama football, and watching the motocross/supercross series.
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Charlene joined the Banyan Capital Management team as Office Manager and Portfolio Administrator in 2008. Charlene’s responsibilities include portfolio administration, accounting functions, and overall operation of the office.
Charlene received her Bachelor of Social Work from Salem State College in Salem, Massachusetts.
Charlene previously served as financial officer of a privately-owned corporation as well as executive assistant to the chief executive officer.
Bill is a Partner and Portfolio Manager at Banyan Capital Management. He graduated with his Bachelor of Arts in Philosophy from the University of Michigan in 2012 and graduated with a Juris Doctorate from the University of Alabama School of Law in 2015. Bill joined Banyan Capital Management in 2024 and became partner at yearend 2025. Bill worked previously as transactional counsel in the Debt Capital Markets group at SMBC Nikko Securities America, Inc. since 2020. Bill is a member of the CFA Institute. He is also an inactive member of the State Bar of Georgia. In his spare time, Bill enjoys spending time with his wife, Jenna, improving his cooking skills, and watching college football.
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Schwab is a registered broker-dealer, and is not affiliated with Banyan Capital Management or any advisor(s) whose name(s) appear(s) on this website. Banyan Capital Management is/are independently owned and operated. Schwab neither endorses nor recommends Banyan Capital Management, unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Banyan Capital Management under which Schwab provides Banyan Capital Management with services related to your account. Schwab does not review the Banyan Capital Management website(s), and makes no representation regarding information contained in the Banyan Capital Management website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
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