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Bankers Trust

Bankers Trust
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Services

Wealth Management

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

For more information about Private Client Investment Management, we invite you to contact:

Dave Jackson 
Investment Management Consultant
(515) 245-5655
djackson@bankerstrust.com





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.​