Wealth Services

Live your legacy. We can help you fulfill your vision.

Private Client Services

Bankers Trust has long been a faithful partner to families in the administration of trusts, and we take great pride in the fact that our client relationships often span generations. We are a full-service trust provider with the expertise to accommodate trust needs from the basic to the complex.

Whether your goal is meeting the costs of a child’s education or securing a comfortable retirement ― or both ― your Bankers Trust Private Client Wealth Advisor can help.

 

​Private Banking

The cornerstone of Bankers Trust Private Banking is the one-to-one relationship between you and your Private Banker. Whatever your banking need, your Private Banker is personally equipped to give each and every request the highest level of attention.

BTC Financial Services

BTC Financial Services is a full-service brokerage staffed by experienced, knowledgeable and trusted advisors.

  • Asset Allocation
  • Retirement Planning (Traditional & Roth IRAs)
  • Portfolio Tracking
  • Mutual Funds
  • Bonds (Government, Corporate and Municipal)
  • Exchange Traded Funds (ETFs)
  • Fixed and Variable Annuities
  • REITs & UITs

 

Donor Management Solutions

​For nonprofit organizations seeking a donor management system capable of addressing their unique accounting and custody systems, Bankers Trust offers BTComplete.

Charitable giving and donor management made easy.

 

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Benefit with South Dakota Trusts

​South Dakota Trusts have become increasingly popular because South Dakota imposes no state-level taxes of any kind on trusts. Investors who establish a trust in South Dakota also benefit because the state has no law against perpetuities and allows Asset Protection Trusts. 

 

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BTC Capital Management

BTC Capital is an affiliate of Bankers Trust and an SEC Registered Investment Advisor. We provide portfolio management, consulting and investment management services to institutional and high-net-worth clients.

 

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