Investment Management Services

​​Investment Management at Bankers Trust is the process of how we organize and deploy our clients' investment resources in order to help them achieve their current and future goals. Our priority is to understand you and your priorities. Your Private Client Wealth Advisor coordinates a team of on-site financial specialists who use their expertise to tailor solutions to your needs. Our approach addresses your whole financial picture, from retirement planning, to educational funding, to managing risk and developing appropriate investment strategies.

A Flexible Approach

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 approach addresses your whole financial picture, incorporating a broad range of issues, including:

  • Personal budgeting
  • Funding retirement lifestyle
  • Funding educational expenses
  • Understanding investment risk
  • Constructing broad investment strategy
  • Investment manager selection
  • Tax-efficient investment
  • Managing risks of disability and long-term care
  • Protecting wealth from litigation
  • Reducing estate taxes
  • Leaving wealth wisely
  • Utilizing employer-sponsored retirement plans
  • Managing debt effectively

A Cyclical Approach

Financial planning is not a one-time event, but a cyclical process that adapts to meet your life's changing circumstances.  As such, we will periodically review your financial plan, not just to gauge whether you are on track, but to ensure that the plan itself accurately reflects changes, such as the birth of a new child or adjustments to the tax code. 

Helping you create a strategy to meet long-term objectives

When investing trust assets, the team works with you and your Portfolio Manager and Wealth Advisor to establish specific goals for your account. In making this determination, we'll ask you or your current trustee to complete an Investor Profile Questionnaire. The information will help assess the level of investment risk you or the trustee(s) are comfortable with, and what specific directives, if any, are included in the trust document. Using this information, our investment team proposes a strategy specifically geared to meeting the long-term objectives of the trust.

Whether you choose Bankers Trust or someone else as your trustee, you'll want to know that trust assets will be invested by experienced professionals with a solid track record of helping investors meet their long-term goals. Let our team of investment professionals work for you.

 

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Resources

​Hear from our experts through e-newsletters and our other publications.

Newsletter
Investment Insight Newsletter

Publications
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.
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