Wealth Management and Trust Services

Wealth Management

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

Our institutional services have long been a bulwark of security and professional attention for our clients. Expert, comprehensive trust services for commercial clients, government agencies, municipalities, utilities, schools and colleges, hospitals, health facilities and more.

 

Commercial Lending

Bankers Trust’s professional team of commercial bankers acts as your financial partner to provide expert financial solutions and flexible terms tailored to your specific needs.

  • Business Banking
  • Revolving Lines of Credit
  • Commercial Real Estate Financing
  • Equipment Financing
Learn more

Treasury Services

Bankers Trust offers a full array of Treasury Management Services, which provide you with personal service to assist in your technology needs.

We’ll make it easy by helping to minimize expenses, control cash balances, and add convenience for you and your customers in your banking relationship.

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International Services

Our team of commercial bankers act as your financial partner to provide expert financial solutions and flexible terms tailored to your specific needs.

  • Business Banking
  • Revolving Lines of Credit
  • Commercial Real Estate Financing
  • Equipment Financing
Learn more

  1. Contact

  2. Wealth Services

  3. 1-800-362-1688

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