John Keim

Functions as a College/University

Provides investment advice

Banyan Partners provides true customization for each client with an opportunistic investment philosophy and prudent risk management. They seek investment opportunities across a wide range of financial markets and securities. Banyan looks at the entire global financial market to find opportunities for clients. All portfolios are managed in-house. Banyan Partners specializes in both qualitative and quantitative investment analysis and portfolio construction over a broad range of investment styles including growth, value, domestic and global. Their accounts are managed primarily on a discretionary basis. The firm also offers select specialty strategies that utilize no-load mutual funds and/or ETFs.

Shamrock Asset Management's single strategy investment solutions include: (1) managed taxable fixed-income (2) managed municipal fixed-income (3) tactical fixed-income (ETF) (4) strategic income (5) dividend equity (6) large-cap growth (7) international large-cap (8) focused international (9) tactical sector and country rotation (10) Shamrock Strategic selections (11) hedge funds and private equity (12) oil & gas direct investments (13) raw land and real estate (14) alternative investments (15) Shamrock Cash Management and (16) Certificates of Deposit.