| Investment Advisory
Designed to help community banks manage their investment strategy and increase portfolio profitability. Provides full regulatory and audit support, examination of tax position, specialized reporting and ALCO presentations.
Key Highlights
• An investment strategy based on your balance sheet
• A specific measurable plan to execute your strategy
• Full regulatory and audit support
• Specialized reporting: maturity, duration, cash flows, etc.
• Monthly and/or quarterly presentations to ALCO
Capabilities
Because we are able to aggregate volumes, our pricing will be discounted to our clients. Our business alliance partners do not have long-term contractual requirements. In addition, this service can be used as a stand alone or in conjunction with our safekeeping service provided.
Request Information regarding INVESTMENT ADVISORY services.
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