Advisory And Consulting

Investment Management BTC Capital’s Advisory and Consulting team utilizes highly sophisticated analytical techniques in selecting and monitoring external managers on behalf of its clients. Managers selected can be incorporated into portfolio allocations including BTC Capital’s proprietary strategies or totally independent of the firm’s internally managed offerings. The Advisory & Consulting team also utilizes both active and passive investment management in its recommendations thereby offering flexibility and clear alternatives to its clients.

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Investment Philosophy

There are literally thousands of investment advisors throughout the world, each claiming to provide the best investment solutions. What sets BTC Capital Management apart from all the rest? In a single word – Commitment: READ MORE ›


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  • Investment advisory services are Not FDIC insured
  • Investment advisory assets are NOT Bank guaranteed and NOT Bank deposits
  • Investment advisory assets are subject to investment risk including loss of principal