BANKER INVESTMENT GROUP

Overview

Banker Investment Group is a privately owned corporate RIA, registered with the SEC since 2014, that provides fee-based portfolio management to individuals, families and institutional clients. The firm charges clients on a percentage-of-AUM basis and concentrates its advisory work on discretionary portfolio management for both individual/small business accounts and institutional or business clients. Investment activity skews toward pooled public funds and mutual funds as the primary vehicle for implementing asset allocation, supplemented by fixed-income instruments and insurance-based products. The firm is not an active ESG investor, does not identify as a capital allocator or pension consultant, and reports no multi-state advisory footprint beyond its registered scope.

Assets & Accounts

Investments & Alternatives

Location & Offices