Investment Portfolio Management
Here at BTC Bank, we grow more than crops.
Our experienced Investment Advisors can help maximize your gains this season with a customized portfolio that reflects your priorities and objectives. Whether you are saving for retirement, hoping to pass on assets to your heirs, or planning to leave some of your estate to charity, BTC’s Investment Management team uses the proven strategies of diversification and asset allocation to help you reach your goals at a comfortable level of risk. Investment management isn’t as easy as it may appear in television or movie portrayals of Wall Street. To get the most out of the money you have to invest, choose a professionally managed portfolio from our Investment Advisors. BTC Bank is proud to offer portfolio management services through our partner, Charles Schwab Trust Company.
BTC Bank’s Investment Management Services
As a community bank, we provide a personal, one-on-one approach to investment and portfolio management. BTC’s Investment Advisors provide professionally managed, evidence-based, broadly diversified investment portfolios consisting of mutual funds or exchange-traded funds. Our competitive fees and low minimum portfolio amounts reflect our commitment to meeting the needs of our local communities. Whether you’re building a new portfolio, rolling over a retirement account from a previous job, or looking for a new advisor to manage your existing portfolio, our Investment Advisors can help you design a portfolio that invests your money according to your long-term plans, avoids unnecessary risk, optimizes the timing of your investment decisions, and considers the most efficient tax strategy.
- Retirement Planning: Achieve financial independence by the time you are ready to leave your career.
- Investment Portfolio Management: Professional and research-based handling of your assets and investment decisions.
- Education Planning: Save for a child’s college or other education expenses.
Understand Your Investment Advisory Options
BTC’s Investment Advisors offer all the benefits of a professional wealth management firm along with the personalized service our customers have come to expect during our nearly one-hundred-year history.
For more information or to schedule an appointment, contact one of our local Investment Advisors by calling 660-425-7285. You can also visit one of our locations in Missouri and Iowa.
BTC Financial Management Co. is a subsidiary of BTC Bank. Investment and insurance products and services are: not a deposit; not FDIC insured; may lose value; not bank guaranteed; not insured by any federal government agency.
