A complete list of active advisors currently associated with Banker Investment Group

Warmer can help you find a great advisor at Banker Investment Group or one who fits your needs even better.

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.

To learn more about the advisors currently working at Banker Investment Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.