Bankshop, LLC

Bankshop, LLC provides ongoing portfolio management and investment planning services to individual and high‑net‑worth clients, preparing an investment policy statement and conducting regular portfolio monitoring. The firm reports several hundred client relationships and manages approximately $71.5 million in assets on a non‑discretionary basis.

The firm uses a mix of analytic approaches — including fundamental, quantitative, technical, charting, cyclical analysis and modern portfolio theory — and implements a range of strategies from long‑ and short‑term holdings to trading, options, margin, and the use of leveraged, inverse, and defined‑outcome (buffer) ETFs where appropriate. Investment recommendations are implemented with client direction rather than discretionary trading, and accounts are reviewed at least quarterly with monthly custodian reporting.

Noteworthy features include the firm’s exclusively non‑discretionary asset base, which differs from most peers that manage discretionary portfolios, and a consultative service to assist foreign clients with establishing U.S. banking relationships for an annual fee. Bankshop also accesses institutional custody and trading resources through providers such as Schwab and Interactive Brokers and discloses receipt of related research and services.