We are light years beyond “financial planning”.


Our analyses are exhaustive and forensic-quality.


We begin with deep profiling, analyze your balance sheet for hidden risks, and structure bespoke solutions to minimize income and estate tax, protect assets, and position investments for success.


Learn more

Have a true, unconflicted advocate in your corner.


We are fiduciary bound to our clients twice over:  once as a registered investment advisor and again as a benefit corporation.


Find out how we’re taking fiduciary duties to the next level.


Learn more

Custom Indexes


Most ultra-high net worth investors are being charged high fees for underperforming, tax-inefficient portfolios.


Bantam creates custom indexes that are built to our client’s specifications, are low-fee, and highly tax-efficient.


Learn more

Bantam Inc.
New York, New York
845.605.1007 office

Contact Us