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Banker Investment Group

Updated today

Client assets under management

$258,624,054

Clients

467

21% high-net-worth

Advisors

3

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

156

Very High

Average account size

$553,799

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

Portfolio management

Expertise

Options & derivatives strategies Active portfolio management

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Fee options

Percentage

$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000+: 0.50%

Main office location

Banker Investment Group

1241 Cumberland Avenue, Suite B

West Lafayette IN 47906, United States

Number of offices

1

Most active in

California · Florida · Indiana

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Options & derivatives strategies Active portfolio management
user avatar

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.

Options & derivatives strategies Active portfolio management
user avatar

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.

Options & derivatives strategies Active portfolio management
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