At Banker Investment Group, you come first. We strive to put you, the client, in the financial position necessary to achieve your life goals.

We realize that each client is unique, and advice is given accordingly. After taking individual needs, risk tolerance, and financial goals into account, a custom portfolio is created. Because Bill Banker (the firm’s Registered Investment Advisor) has extensive experience with stocks, mutual funds, and municipal bonds, you can be sure your portfolio will consist of a mix of investments that is right for you. Once your portfolio is in place, it is closely monitored and modified as necessary.

Although we are dedicated to serving wealthy clients, we strive to minimize the costs of investing in several ways. Bill Banker works with the leading discount brokerage firms, managing investments using no-load, low-cost investment strategies. In addition, clients are charged on a fee-only basis, which eliminates the conflict of interest associated with commission-based advising.

Bill Banker maintains client accounts with the following firms: