Come for the music, stay for the content.

I'm pleased to announce the launch of the new Bantam Podcast on iTunes.  You can find it here. The first episode deals with tax strategies for ultra-high net worth investors, which was covered in our Tax Alpha blog post.  I'll be adding many more episodes over the next few weeks,

so make sure to subscribe to get updates of when new episodes are posted. As a bonus to long-time readers of this blog, I've done the intro and outro music for the podcast.  Please let me know if you like my blazing chicken pickin' country style of guitar playing. Also,…

We are excited to announce the launch of the Bantam YouTube channel, which can be found here.  In the next few weeks we will also be launching the Bantam podcast.  This will enable you to access our financial planning and strategy content via audio, video, or text. Please let us know if

there are any topics you would like us to address in our blogs or video content.  Some of our previous blog topics have addressed the need to keep fees low, the effect of taxes on returns, and the rising risks in the municipal bond market.  Separately, we have launched…

Many firms talk about making impact investments. Bantam is an impact investment.

purposeful capitalism

Four states for the relationship between investment management and society. CFA Institute

In April 2017, the CFA Institute published a white paper entitled "Future State of the Investment Profession" that examines what they call purposeful capitalism. What is Purposeful Capitalism? In the paper, the writers examine four potential directions for the industry (P.5): Fintech Disruption:  New technologies promote new business models; disruption

and creative destruction are endemic; challengers do better than incumbents; major disruptions to the world of work; Parallel Worlds: Different segments - by geography, generation and social group - engage in society differently; a higher baseline for financial services participation with wider dispersion; product preferences for personalization, simplicity and speed;…

We've just taken fiduciary advice to the next level.

We are pleased to announce the official launch of Bantam Inc. a registered investment advisory firm and benefit corporation with an initial niche of fiduciary services for attorneys. Bantam is bringing a new level of fiduciary guidance to our clients for all aspects of their finances and investments.  Our clients

benefit from our flexible consulting arrangements, where we serve as their outsourced chief investment officer and help them manage their finances. Importantly, clients can work with us on a consulting basis without having to move their assets.  This model allows us to address the specific needs of our clients quickly,…