Tailored Investment Management Strategies and Advisory Services

At BTC Capital Management, we believe investment management is not about products, it’s about people.

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BTC Capital Management

Founded in 2003, 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. Our investment philosophy is grounded in four basic tenets:

Preserve Capital In Difficult Markets
Make Decisions Based on Fundamentals
Maintain a Long-Term View of the Markets
Practice Risk-Aware Portfolio Construction

By following our principles and remaining consistent with our beliefs, we then move forward with client objectives as the centerpiece of our work. At BTC Capital, we believe no two clients are alike. As such, we develop solutions tailored to their needs rather than sell a preconceived set of products. In doing so, we’re able to cultivate a unique client relationship serving as an independent partner not just another service provider.