Strategic Partners


We have established strategic alliances with a number of highly respected companies that share our dedication to helping clients achieve their performance objectives.

We value our relationship with these exceptional partners who distribute and support Plansmith products to meet their clients’ needs.

Learn more about each of our partners by clicking on the company's name in the menu on the left.


 

 


Bankers' Bank - Madison, WI

Bankers’ Bank is a bank-owned bank that provides services only to financial institutions. Open since 1981, our main office is located in Madison, Wisconsin with offices in Des Moines, Iowa; Carmel, Indiana; and Chicago and Springfield, Illinois.

Bankers' Bank's Investment Department provides a high level of personal service and investment expertise to banks. Our investment team is equipped to assist banks with a wide variety of investment products, including: Fixed Income Dealer Desk, Security Transfer and Safekeeping, Portfolio Accounting and Pricing, Investment Advisory, Municipal Underwriting, and Corporate Cash Management.

For more information about Bankers' Bank, visit www.bankersbankusa.com.

advisory services