Citizens Bank & Trust strategically partners with BTC Capital Management to
provide best of class, highly personalized financial and investment
solutions for our bank clients.
Our services and effective solutions include personal trust, employee
benefits and investment management services. Our partnership capitalizes on
our bank’s strength, soundness and client-focused services combined with the
rich investment expertise and sophisticated investments solutions provided
by BTC Capital Management, a Midwest based Registered Investment Advisor.
Citizens Bank & Trust Wealth
Management department offers a personalized and confidential approach to
helping our clients achieve their financial objectives through a Lifetime
Financial Planning recipe designed especially for you.
We accomplish this by providing trusted planning and advice in the
areas of personal trust, investment management, and estate and financial
planning. We offer a full range
of wealth management products and services that are designed to meet the
varying needs of our clients.
BTC Capital Management has developed a very
disciplined investment process. We have the flexibility to tailor our
services to each of the Citizens Bank & Trust client’s needs and the
expertise and experience that comes from an organization responsible for the
management and advisement of over $30 billion in assets.
Tenets of Investments
Citizens Bank & Trust Wealth Management Services are-
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