Fiduciary to the Core


Bantam is fiduciary bound to its clients twice over, one as a Registered Investment Advisor, and a second time as a benefit corporation.  Every recommendation we make is in our client’s best interest.  Period.  As a benefit corporation, this philosophy is literally in our corporate structure.


Bantam was started to help spread a new level of fiduciary advising.  This separates us from the great majority of financial and investment advisors.


We believe being a dual-level fiduciary is a distinct competitive advantage.




We treat all communications and information shared with us as strictly confidential, with no exceptions.


Cyber Security


Although no system is fail-safe, we have taken measures to protect all client documents and information.