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BTC Core Equity Strategy

Wealth Management

BTC Core Equity Strategy

The BTC Core Equity Strategy is an actively managed equity strategy that is overseen by our team of on-site Portfolio Managers.

This strategy is characterized as a growth style that seeks to invest in those companies that have the most attractive combination of current price and anticipated growth of both top line revenues and earnings. Potential holdings must demonstrate strong earnings quality and sound fundamentals. Companies eligible for investment include domestic publicly traded stocks with either large or medium capitalizations.

For more information about the BTC Core Equity Strategy, we invite you to contact:

Dave Jackson 
Investment Management Consultant
(515) 245-5655

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.​