- Charitable GivingBankers Trust strongly believes in supporting organizations that strengthen the communities we serve. We give more than $1 million annually in charitable contributions. Adding to this, Bankers Trust employees volunteer more than 13,000 hours of service each year.
- Roth IRABuild on your retirement savings with a Bankers Trust individual retirement account (IRA). With Traditional and Roth IRA options, these accounts also offer a variety of savings and security features. Learn More
- Income TaxA Health Savings Account (HSA) is a medical savings account available to taxpayers who are enrolled in a high-deductible health plan (HDHP). You control this money, not your employer or insurance company, and can use it on health care expenses. Another benefit is the funds in this account are not subject to federal income tax when they are deposited.
- Investment ManagementFounded in 2003, registered investment advisor BTC Capital Management provides portfolio management and advisory services to a variety of institutional and high-net-worth clients. Our solutions range from discretionary asset management to independent investment consulting and advisory services. The firm is built on principles of treating clients as privileged guests and maintaining the highest degree of integrity in everything we do. Learn More
- Mutual FundsWith this approach, BTC Financial Services has helped customers invest more than $165 million through assets including stocks, corporate bonds, municipal bonds, government bonds, mutual funds, ETFs (Exchange Traded Funds), REITs (Real Estate Investment Trusts) and annuities. Our track record of success is reinforced by the longevity of our client relationships, and we are honored to help many families plan for such a significant part of their lives.
- Bonds
- Wealth ManagementAs Iowa’s largest privately owned bank, Bankers Trust serves the personal and business banking, lending and wealth management needs of our community. Headquartered in Des Moines, Iowa, we serve Central Iowa, Eastern Iowa, and Phoenix, Ariz., and we have offices in Omaha, Neb., and Sioux Falls, S.D. Learn more about our company, history and culture in the pages below.
- Accounting Services
- Financial PlanningFrom comprehensive financial planning to fiduciary services, Bankers Trust offers expertise, attention and trust in every client relationship. We are committed to helping families and individuals meet their financial goals, whether in planning for education and retirement or managing investments and trusts. We go above and beyond to serve our customers every day, and our expertise and customized solutions sets us apart.
- Retirement PlanningWhen 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! That’s why we take all clients through a four-step process, which includes...
- AnnuitiesTony joined Bankers Trust in May 2022 and has more than 14 years of experience in the financial services industry. He is committed to serving as a trusted financial professional to his clients. Tony follows the BTC Financial Services process, which has resulted in customers investing over $43 million in client assets through him as of July 2022, including stocks, preferred stocks, bonds, mutual funds, Exchange Traded Funds (ETFs) and annuities. He graduated from St. Ambrose University with a degree in general business. He maintains his FINRA Series 6, Series 7 and NASAA 63, as well as his Life and Health Insurance licenses.
- Asset Management
- College FundingIn addition, they offer multiple scholarship opportunities and free college planning tools to help students and families avoid overborrowing and plan smart for life during and after college.