Investments

For customers looking for investment management services, Bankers Trust has the professionals – and the expertise to help. Through our BTC Financial Services division, we take a relationship-based approach to understand your distinct investment and retirement planning needs and objectives. Our team puts your best interests first, building trust all along the way. This approach has resulted in customers investing more than $125 million through BTC Financial Services.

When it comes to investment and retirement planning, we understand that customers are coming to us with a lifetime of their hard work and savings. Our goal is to help clients find investment options that will give them peace of mind so they’re able to enjoy the things that matter most in retirement – spending time with family and friends and enjoying warm vacations in the winter!

BTC Financial Services – Our Process

BTC Financial Process Linear Chart


Discovery – We work closely with you to understand your values, goals, financial situation, income needs and the future you’ve imagined for yourself.

Plan – Our team develops a written plan or proposal that will be presented to you, outlining recommended strategies to help reach your goals.

Implement – After the plan is approved, we’ll select the tools and resources needed to implement your strategy.

Monitor – Once up and running, we’ll regularly review your plan’s progress against benchmarks and changes in your life, making adjustments as needed.

Working with Us

When it comes to working with BTC Financial Services, you’ll appreciate our relationship-focus, and find that we’re genuinely interested in our customers and helping make their retirement goals possible. Get a feel for what it’s like to work with us through this short video.

Additional Resources

Ready to start planning?

Contact a BTC Financial Services representative

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc.  Bankers Trust, BTC Financial Services, a division of Bankers Trust,  and Securities America are separate entities. NOT FDIC INSURED. NO BANK GUARANTEES. MAY LOSE VALUE and NOT a deposit and NOT INSURED by any GOVERNMENT AGENCY.