What Is Bantam Inc.?
Bantam Inc. is a private investment office based in New York City, tailored specifically for ultra-high net worth investors. It’s not your typical investment firm—here, the relationship manager doubles as your portfolio manager, ensuring a deeply personalized approach. The firm currently has capacity for seven more investors, making it an exclusive opportunity for those looking to grow and protect their wealth with a hands-on team.
Main Benefits of Partnering with Bantam
Investors at Bantam enjoy a rich, proactive communication style that keeps them in the loop at every step. Here’s what that looks like:
- Daily updates via WhatsApp—quick, direct, and personal.
- Weekly insights through Substack posts, offering thoughtful market perspectives.
- Monthly investor letters that dive deeper into portfolio performance and strategy.
- Quarterly reviews to reassess goals and adjust tactics as needed.
The Bantam Investment Process Lineup
The investment process at Bantam is designed to be clear and structured, yet flexible enough to adapt to market changes. Investors get access to exclusive research and recommendations, like the February 9, 2024 report titled “Cool Hand Luke,” which is a long defense industry recommendation. This approach embraces market chaos while focusing on protecting and growing wealth.
Exclusive Research and Insights
Bantam prides itself on delivering high-quality, actionable research. The “Cool Hand Luke” report is just one example of the kind of deep-dive analysis investors receive. This research helps clients navigate complex markets with confidence, backed by data and expert insight. It’s about more than just numbers—it’s about strategy and foresight.
Communication That Works for You
At Bantam, communication isn’t an afterthought—it’s a cornerstone. The firm’s approach ensures investors never feel out of the loop. Whether it’s a quick WhatsApp message or a detailed monthly letter, the goal is to keep things transparent, timely, and relevant. This ongoing dialogue builds trust and keeps everyone aligned on investment goals.
Impact on Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – by fostering wealth growth responsibly.
- SDG 9: Industry, Innovation, and Infrastructure – through strategic investments in sectors like defense.
- SDG 12: Responsible Consumption and Production – by promoting sustainable investment practices.
- SDG 17: Partnerships for the Goals – via close collaboration between investors and managers.
Connect with Bantam Inc.
Interested parties can schedule a call with CIO Jack Duval at 845.605.1007 or reach out via email at jack@bant.am. Bantam is located in New York, NY, and maintains an active presence on social media platforms including Instagram, LinkedIn, and Twitter. These channels offer additional ways to stay updated and engaged with the firm’s latest insights and activities.
