Banker Investment Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$258,624,054
Clients
467
Advisors
3
of 4 employees
About
Banker Investment Group provides discretionary investment supervisory services and individual portfolio management to individuals (including high‑net‑worth clients), charitable organizations, and corporate entities. The firm manages roughly $260 million across about 467 client accounts and operates with a small advisory team of three professionals.
The firm develops personalized investment policies through client discussions and a data‑gathering process, and employs a mix of fundamental, technical, and cyclical analysis to implement those policies. Strategies range from long‑term holdings to short‑term trading and include the use of options (covered calls and spreads), short sales, and margin transactions, with account supervision guided by client objectives, tax considerations, and any client‑imposed restrictions.
What is distinctive about Banker Investment Group is its use of borrowing within separately managed accounts and active use of short selling and options, practices that are uncommon among supported firms and add leverage and complexity to portfolios. The firm also generally requires clients to direct their choice of broker (while commonly recommending Schwab Institutional), does not vote client proxies, and provides reporting primarily through custodial statements rather than supplemental firm reports.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000+: 0.50%
Main office
1241 Cumberland Avenue, Suite B
West Lafayette IN 47906
Advisors at this office
3
Most active in
California · Florida · Indiana
Also doing business as
Banker Investment Group · Banker Investment Group Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Joshua L
Series 63, Series 65
West Lafayette, IN
Banker Investment Group
Joshua Loggins is a financial advisor with Banker Investment Group in West Lafayette, IN, holding Series 63 and Series 65 designations and 18 years of industry experience. Prior to joining Banker Investment Group in 2016, he worked at The Prudential Insurance Company of America and Pruco Securities LLC from 2007 to 2016. Outside of his advisory role, he owns a baseball instruction business in Lafayette. Banker Investment Group provides investment supervisory services and portfolio management to individuals, charitable organizations, and small businesses, managing approximately $259.6 million in discretionary assets. The firm uses a combination of fundamental and technical analysis, employing long-term, short-term, and trading strategies tailored to client objectives, and incorporates borrowing, margin, short selling, and option writing in portfolio implementation when suitable.
William B
Series 63, Series 65
West Lafayette, IN
Banker Investment Group
William Banker is a financial advisor at Banker Investment Group in West Lafayette, IN, with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Banker Investment Group since 1998. Banker Investment Group provides investment supervisory services and individual portfolio management to individuals, charitable organizations, and small businesses. The firm manages approximately $259.6 million in discretionary client assets and employs a combination of fundamental and technical methods, including options strategies, short sales, and margin transactions tailored to client objectives.
Seth P
Series 63, Series 65
West Lafayette, IN
Banker Investment Group
Seth Parker is a financial advisor at Banker Investment Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he assists family and friends with health insurance as an insurance agent. Banker Investment Group provides investment supervisory services and portfolio management to individuals, charitable organizations, and small businesses, managing approximately $259.6 million in discretionary assets. The firm employs a combination of fundamental and technical analysis, utilizing strategies such as options, short sales, and margin transactions tailored to client objectives.
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