Wealth Management and Trust Services

​A legacy of helping our clients and partners meet their financial goals.


Over the decades, a lot has changed but what remains is our commitment to our clients. In a world beset by marketing uncertainties, intricate tax laws and countless financial services providers, achieving your many complex goals can be a challenge.

We have adopted the concept of wealth management to help our affluent clients navigate through these difficulties and reach their objectives.

Retirement Plan Services

In today's competitive environment, offering a quality retirement plan is critical to attracting and retaining a top-performing workforce. Bankers Trust offers high-quality, customized retirement plans with sophisticated options — without burdening your organization with administrative tasks.

Bankers Trust has the flexibility, size, and expertise to be your one-stop provider for retirement plan design, implementation, and ongoing administration — all geared around your strategic goals and needs. We also customize and coordinate employee education, enrollment, and ongoing administrative and recordkeeping services.

Trust Services

Businesses and institutions of all sizes turn to Bankers Trust for our expertise in corporate financing. As a national Trust Services provider, we partner with various commercial clients and government agencies and serve the needs for Public and Private entities across 15 states.

Partner with a reputable organization that has been helping clients and partners grow their businesses and their communities for nearly a century.

BTC Capital Management

An affiliate of Bankers Trust and an SEC Registered Investment Advisor. BTC Capital provides portfolio management, consulting and investment management services to institutional and high-net-worth clients. Additionally, BTC Capital serves in the capacity of sub-advisor to numerous financial institutions.

 

Investment and Insurance Products:

  • Are Not insured by the FDIC or any other federal government agency
  • Are Not deposits of or guaranteed by a Bank
  • May Lose Value
The
Bankers Trust
Difference
Education Center

From budgeting to retirement to security and more, our Education Center has tips and steps you can take to improve your finances.

View posts
Icon graphics for the Education Center sections
Wealth Management Overview | Bankers Trust