Write a commentNBT Capital Management, a business unit of NBT Bancorp Inc. (“NBT” or “the Company”) (NASDAQ: NBTB), has launched NBT Guided Investor, a new digital investment solution in partnership with Schwab Performance Technologies.
Guided Investor is a digital solution that offers fully-online investment management capabilities. Accounts can be opened in as little as ten minutes and are supported by a dedicated financial advisor. Additional features include:
- Easy-to-use desktop and mobile platform
- 24/7 access to your portfolio
- Low minimum to get started
“Guided Investor is the ideal solution for someone looking for a low-cost, technology-driven solution for those situations where reducing investment management expenses is the priority,” said NBT Capital Management Chief Executive Officer Brian Voss, CLTC®. “This tool enables our advisors to use technology to navigate the client through risk assessments and real-time portfolio adjustments, enhancing the value added while removing cost-prohibitive barriers such as travel and printed materials.”
For more information, visit www.nbtcapm.com/guidedinvestor.
### About NBT Bancorp Inc.
NBT Bancorp Inc. is a financial holding company headquartered in Norwich, N.Y., with total assets of $9.95 billion as of March 31, 2020. The Company primarily operates through NBT Bank, N.A., a full-service community bank and through two financial services companies. NBT Bank, N.A. has 146 banking locations in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire and Maine. EPIC Retirement Plan Services, based in Rochester, N.Y., is a full-service 401(k) plan recordkeeping firm. NBT Insurance Agency, LLC, based in Norwich, N.Y., is a full-service insurance agency. NBT Capital Management is a business unit of NBT Bancorp. More information about NBT and its divisions is available online at: www.nbtbancorp.com, www.nbtbank.com, www.epicrps.com and www.nbtinsurance.com.
