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 provides continuous investment counseling and discretionary portfolio management to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. The firm reports managing about $21.5 million across roughly 50 client accounts and implements portfolios aligned with each client’s stated objectives. The firm uses a combination of fundamental, technical, quantitative and qualitative analysis to develop individualized investment policies, determine asset allocation and select mutual funds or ETFs, and it monitors accounts continuously with formal reviews at least quarterly. Clients may impose reasonable investment restrictions, and the firm generally manages accounts on a discretionary basis while arranging custody and periodic fee debits through institutional custodians. Notable features disclosed in the brochure include the principal’s outside roles—membership on a nonprofit investment committee (4–6 hours per quarter) and work as an accredited marine surveyor—which the firm identifies as potential conflicts and addresses through its code of ethics and trade practices. The firm also notes a long operating history with a recent change in ownership in 2023 and discloses that the principal had a Chapter 7 bankruptcy in 2015 that was subsequently discharged.

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.