# Bankers Investment Counseling

Bankers Investment Counseling is an Asset Manager based in Ventura, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Ventura, United States
- **Region:** North America
- **Address:** La Crescenta, CA, United States
- **Founded:** 1959
- **Assets under management:** Undisclosed
- **Website:** bankersinvestment.com
- **LinkedIn:** https://www.linkedin.com/company/bankers-investment-counseling-company

## Regulatory record

- **CRD number:** 325872
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325872

## About

Bankers Investment Counseling Company (BICC) is an independent, fee only investment advisor and a registered investment advisor with the State of California. For over 20 years BICC was the sole investment advisor to the Trust Department at Bank of A. Levy in Oxnard, and the traditional old-fashioned management and disciplines used there are continued today. BICC has been a multi-generational advisor to clients. All client accounts are individually structured and separately managed, with Schwab Institutional used as a third-party custodian.

## Sectors

- Private Credit
- Real Estate

## People

- Susan R. Reilly — President

## Questions

### Who makes the lending decisions at Bankers Investment Counseling?

Loan approval authority rests with President Susan R. Reilly and the firm's internal credit committee. The firm does not delegate underwriting to external originators or brokers. Their process requires in-house evaluation of each underlying California property before a trust deed note is added to the pooled fund.

### How does Bankers Investment Counseling source its loan pipeline?

The firm sources loans primarily through a longstanding network of California mortgage brokers and repeat borrowers. Because it has been active in the Southern California real estate market for over 60 years, much of the pipeline is referral-based rather than generated through broad marketing or paid lead channels.

### What type of loans does the firm make?

Bankers Investment Counseling originates short-term loans secured by first trust deeds on California real estate. The underlying collateral spans single-family residences, multifamily properties, and select commercial buildings. Loans are held in the firm's portfolio; they are not sold, securitized, or participated to other lenders.

### Does Bankers Investment Counseling invest in equity real estate or third-party funds?

No. The firm exclusively holds promissory notes secured by first trust deeds. It has not historically taken real estate equity positions, participated in fund-of-fund structures, or allocated capital to outside private credit managers. The model is pure portfolio lending.

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Last updated: 2026-08-11T15:06:13.093Z

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