A complete list of active advisors currently associated with Bankshop, LLC

Warmer can help you find a great advisor at Bankshop, LLC or one who fits your needs even better.

Bankshop, LLC provides ongoing portfolio management and investment guidance to individual and high‑net‑worth clients, documenting objectives and constraints in an Investment Policy Statement and monitoring portfolios on a regular basis. The firm also offers a consultative service to assist foreign clients with establishing and servicing U.S. banking relationships and does not impose an account minimum. Bankshop uses a wide mix of analytical methods — including charting, cyclical, fundamental, quantitative and technical analysis as well as modern portfolio theory — to construct diversified asset allocation models and implement client‑specific strategies. The firm reports that essentially all assets are managed on a non‑discretionary basis, so clients retain trade approval and accounts are reviewed at least quarterly. What is distinctive about Bankshop relative to many peers is its predominately non‑discretionary asset base (it reports $0 discretionary and about $62.1 million non‑discretionary), a configuration that is statistically uncommon for supported firms. The firm also makes available a broad set of investment tools and instruments (margin, options, leveraged and inverse funds, buffer ETFs) alongside its cross‑border banking setup service, a combination that is atypical for a small advisory practice.

To learn more about the advisors currently working at Bankshop, LLC, 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.