Banker Investment Group

Banker Investment Group Inc. (BIG) is an SEC-registered investment adviser based in Indiana, established in 1998 by William Gilbert Banker. The firm specializes in providing investment supervisory services and individual portfolio management on a discretionary basis. BIG manages client assets totaling $259,619,658 as of December 31, 2024. Fees for investment supervisory services are charged as a percentage of assets under management, ranging from 1.00% to 0.50%. Clients may impose restrictions on investments, and fees are billed quarterly based on the account value. BIG may negotiate fees based on client circumstances. The firm does not charge performance-based fees and serves individuals, charitable organizations, and corporations. Investment strategies include long-term purchases, short-term purchases, trading, short sales, margin transactions, and option writing. BIG uses fundamental, technical, and cyclical analysis methods. The firm does not have any disciplinary events to report and does not engage in soft-dollar arrangements. Clients have the discretion to choose the broker-dealer for transactions. BIG may recommend Charles Schwab & Co., Inc. for custody and trading services. The firm reviews accounts quarterly and does not vote proxies on behalf of clients. BIG has no financial circumstances to report and does not require prepayment of fees.