mission and promises

The Banta Mission

  • To create peace of mind, freedom and enduring family legacies.
  • To serve our customers with honesty, care and patience while growing and protecting their financial assets.
  • To seek and refine the best unbiased, independent, innovative money management strategies for achieving each customer’s individual goals.

Banta's Promises to You
  1. We will be truly independent, resourceful and objective on your behalf.
  2. We manage your money as prudently as we manage our own.
  3. We will always be accountable to you.
  4. We will go above and beyond to help you reach your goals.
  5. We will act with honesty and transparency at all times.

We work objectively and tirelessly on your behalf. We’ve consistently earned the trust of high net worth families for more than 40 years. ...more>>