Private Client Services

When you need fiduciary services and comprehensive financial planning, you want to do more than hope you’ve made the right choice. You want to trust that your advisor is committed to getting to know you and helping you achieve your financial goals. The Bankers Trust Private Client Services team is committed to building strong, long-lasting relationships with our clients because we believe that the best solutions are found when we have a full understanding of your needs, aspirations and concerns. Whether for trusts, financial planning or investment management, we put your best interests first, earning your trust and confidence with each interaction.

Your Trusted Financial Partner

Bankers Trust has long been a trusted partner to families, and we are available and accessible when and where our clients need us. We deliver the highest level of service and attention to all customers that competitors reserve only for their top customer tiers. All clients have our direct numbers, and we’re committed to respond to every request within the same business day. Bankers Trust has the largest local trust team in Iowa, and an expanding team in Phoenix, Arizona.

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Comprehensive Financial Planning

Successful individuals and families often have unique and complex financial goals, which makes a comprehensive approach to financial planning crucial. Whether you’re starting a family, transitioning a business or preparing for retirement, our team has the expertise needed to help you plan for each step in life.

Because we approach each client as a relationship, having an in-depth understanding of your short-, medium- and long-term objectives helps as we analyze your financial situation and provide specific advice and recommendations. Our Private Client Services team will implement and manage your plan using customized strategies. We believe financial planning is a constant cycle, so we regularly monitor and review performance, making adjustments as needed.

Investment Management

At Bankers Trust, we treat investment management as an ongoing process to help you achieve your future goals. Our approach addresses your whole financial picture, from retirement planning to education funding to managing risk, and developing appropriate investment strategies for each area.

As appropriate, we partner with Bankers Trust’s SEC-registered investment advisor affiliate, BTC Capital Management, to serve your advanced strategic portfolio management and investment advisory needs.

Fiduciary Services

You’ve spent much of your life accumulating your wealth – now is the time to plan the future of it. Bankers Trust is a full-service trust provider with fiduciary or administrative responsibility. A fiduciary relationship is one in which we take on the legal duty to act in our clients’ best interests. Our team works as an unbiased party to help you make complex financial decisions, which often come at difficult or transitional times in life. Our team serves a full range of types of trusts, from basic to complex, such as:

Revocable and Irrevocable Trusts
Trusts Under Will / Testamentary Trusts
Marital and Bypass Trusts
Charitable Lead / Remainder Trusts
Investment Management Agency Accounts
Individual Retirement Accounts
Probate and Estate Settlement

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