BTC Capital Management Inc.

Overview

BTC Capital Management Inc. is a financial advisory firm headquartered in Des Moines, Iowa, specializing in investment management and advisory services. Established in 2003, the firm offers a range of services, including portfolio management, asset management, investment consulting, and advisory services to a diverse clientele, including individuals, trusts, foundations, charitable institutions, businesses, banks, private and pooled funds, profit-sharing plans, and government entities. The firm's investment philosophy emphasizes the preservation of capital in difficult markets, decision-making based on strong fundamentals, a long-term outlook, and risk-aware portfolio construction. BTC Capital Management is committed to providing personalized financial solutions, assisting clients in achieving their long-term financial goals through strategic planning and investment strategies. The firm operates with a team of professionals averaging more than 20 years of experience, delivering a variety of investment management solutions. Their services range from purely discretionary investment management to serving as an independent outsourced Chief Investment Officer (CIO). The firm values independence and open-mindedness in portfolio management, underlying investment styles, and ongoing client service needs. BTC Capital Management's disciplined process includes comprehensive assessment, deliberate implementation, active monitoring, and objective validation. The firm is dedicated to cultivating partnerships and focusing resources on assisting clients in fulfilling their goals and objectives. With offices in Des Moines, Iowa, and Phoenix, Arizona, BTC Capital Management serves clients throughout the United States, maintaining a commitment to delivering a personalized experience for each client. The firm's leadership includes CEO and President Scott Eltjes, who emphasizes the importance of listening to clients and developing tailored investment solutions. The team at BTC Capital Management remains committed to cultivating partnerships and focusing resources on assisting clients in fulfilling their goals and objectives.

Investment Focus

• Geographical focus: United States
• Industries: Financial Services, Investment Management, Asset Management, Consulting, Financial Planning, Pension Consulting, Real Estate, Equity, Fixed Income, Municipal Bonds, Corporate Bonds, Investment Grade Bonds, Exchange Traded Securities, State and Local Bonds, Investment Consulting