Investment Management Services

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​Services We Offer

Our clients have a diverse range of goals and we understand the importance of aligning those objectives with your organization's mission. We work to accommodate these needs by employing a personalized approach to investment management and a broad array of services and capabilities.

Our services are broad and flexible. Our team of experienced Portfolio Managers can manage your investments on-site. We also can serve in a more consultative role, helping to select specialized independent money managers and performing analytical and oversight services. We also offer the expertise of BTC Capital Management for those institutional investors requiring the services of a Registered Investment Advisor.

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

Investment Process


Learn more about BTC Capital Management

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Bankers Trust Annual Report
LEAD Magazine

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.