BANKERS INVESTMENT COUNSELING

Overview

Bankers Investment Counseling is a small, privately owned advisory firm that provides fee-based portfolio management primarily to individual and family clients and small businesses. The firm operates as a corporation with an owner-type classified as individual and charges clients a percentage of assets under management. Its advisory activity centers on separately managed accounts and portfolio management rather than broad institutional consulting or capital allocation. The firm is not an active ESG investor and does not position itself as a multi-state adviser. Investment activity is concentrated in liquid, publicly traded securities. The firm’s filings show a clear tilt toward exchange-traded equities and ETFs as the single largest asset class in client portfolios, with the remainder allocated across mutual funds and other traditional investment vehicles. Bankers Investment Counseling does not report acting as a capital allocator to external alternative fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices