A complete list of active advisors currently associated with Bankers Investment Counseling

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

Bankers Investment Counseling Company is a small, independent registered investment adviser that manages roughly $21.5 million for about 50 clients. The firm provides discretionary investment counseling and portfolio management for individuals (including high-net-worth clients) as well as pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. The firm uses a multi-method investment process—employing fundamental, technical, quantitative and qualitative analysis—and emphasizes asset allocation, individual security selection, and the use of mutual funds and ETFs consistent with each client’s stated objectives. Accounts are monitored continuously with formal reviews at least quarterly and transactions are generally executed on a discretionary basis. Noteworthy features for a solo independent adviser include the principal’s continuing involvement in non-investment professional work (an accredited marine surveying practice and other business activities) and a family ownership structure that includes a silent partner. The firm typically recommends custodial relationships with Schwab Institutional (providing access to institutional trading/custody and business services) and maintains policies such as constructive custody for fee debiting, formal block-trade procedures, a business continuity plan, and no reportable disciplinary history.

To learn more about the advisors currently working at Bankers Investment Counseling, 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.