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:
Investment Management Consultant
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.