Banner Investment Consultants

Overview

Banner Investment Consultants is a Washington-based, sole-proprietor independent RIA that provides fee-based portfolio management to individuals and small businesses. The firm is structured as an individual-owned advisory practice and charges clients as a percentage of assets under management. Banner does not position itself as a capital allocator; instead it manages client portfolios directly and brings in outside managers when implementing certain allocations. The firm does not market itself as an ESG investor and is not set up as a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices