Banner Investment Consultants
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Banner serves individuals, high‑net‑worth clients, trusts, estates, employer retirement plans and other organizations as a fiduciary consultant, providing investment advice on a non‑discretionary basis and acting as a solicitor and facilitator rather than a direct portfolio manager. The firm recommends institutional portfolio managers and helps clients engage those managers through contracts and custodian arrangements rather than executing trades itself.
Banner’s process relies on an affiliate’s (Envestnet’s) computerized risk‑tolerance questionnaire and proposal engine to generate strategic asset allocation models and specific manager proposals, which Banner presents to clients for acceptance. The firm conducts due diligence on candidate portfolio managers, provides ongoing monitoring through Envestnet’s reporting tools, and requires client direction for implementation and any trading activity.
What is distinctive about Banner is its formal affiliate and solicitor model: it operates via a four‑party contracting structure (investor, Banner, Envestnet, and the chosen portfolio manager) and discloses an affiliate relationship with Envestnet and a solicitor agreement with another adviser (WEG). Banner does not take custody of client assets, does not vote client securities, and does not execute discretionary portfolio management itself, which differs from many advisers who both select and directly manage client accounts.
Client services
Expertise
Fee options
$0 - $200,000: 2% or less $200,000 - $2,200,000: less than 1% $2,200,000+: Negotiable
Main office
Burlington WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Banner Investment Consultants · Foretich Robert Mccleland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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