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Wealth Management/Personal/Investment Management

Investment Management

Services

Investment Management

​A comprehensive financial plan is the cornerstone of successful wealth management. A plan will uncover and quantify your goals, inventory your current resources, and create a roadmap of how to achieve those goals.

Investment Management at Bankers Trust is the process of how we organize and deploy our clients' investment resources in order to help them achieve their current and future goals. Our priority is to understand you and your priorities. Your Private Client Wealth Advisor coordinates a team of on-site financial specialists who use their expertise to tailor solutions to your needs. Our approach addresses your whole financial picture, from retirement planning, to educational funding, to managing risk and developing appropriate investment strategies.

Our services are broad and flexible. Our team of experienced Portfolio Managers can manage your investments on-site. We also can serve in a more consultative role, helping to select specialized independent money managers and performing analytical and oversight services. We also offer the expertise of BTC Capital Management for those institutional investors requiring the services of a Registered Investment Advisor.

Investment Management Process

Financial planning is not a one-time event, but a cyclical process that adapts to meet your life's changing circumstances. As such, we will periodically review your financial plan, not just to gauge whether you are on track, but to ensure that the plan itself accurately reflects changes, such the birth of new children or adjustments to the code.​

Services We Offer

Investment Services

Our clients have a diverse range of goals and personal preferences when it comes to investing. We work to accommodate these needs by employing a personalized approach to investment management and a broad array of services and capabilities.

We offer extensive analytical resources to help you develop effective investment strategies. We are able to provide active investment management through our own on-site Portfolio Managers, or we can serve in a more consultative role, helping you select independent specialized money managers in an open architecture environment.

    Our investment capabilities include:
  • Investment Policy Development
  • Asset Allocation Analysis
  • Portfolio Structure
  • Investment Manager Selection
  • BTC Core Equity Strategy
  • BTC Core Fixed Income Strategy
  • Portfolio Performance Analysis
  • Alternative Asset Classes
  • Separately Managed Accounts
  • Mutual Fund Portfolios​

Retirement & Educational Funding

Two of the most common financial planning goals are securing a comfortable retirement and providing for your children's education. Your Private Client Wealth Advisor will work with you to meet these needs as part of our comprehensive approach to financial planning.

Whether they are tuition payments or monthly retirement income distributions, we will help you anticipate these future costs and construct a plan to fund them. In developing a plan, some of our specific goals are to help you:

  • Anticipate and meet your future cash flow needs.
  • Select the appropriate investment strategy for your goals and risk preference.
  • Properly utilize tax-deferred retirement vehicles such as IRAs and 401(k)s.
  • Gain control over your retirement assets held with former employers.
  • Utilize an appropriate tax-deferred college savings plan.​

Note: Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.​

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