The success of your institution is our top priority.


The success of your institution is our top priority. We’ll work closely with you to identify goals that will help you best serve customers, increase your earnings, and grow your franchise. And we keep a close eye on the always-changing regulatory environment to ensure that our services help you stay compliant.

Fixed Income Products

Optimize returns while managing risk with our selection of fixed income products: Fixed Income Securities, Government Guaranteed Loans, Brokered CDs, Whole Loan Trading, Interest Rate Products, and Bank Owned Life Insurance. A wide range of fixed income securities traded include: agency debt, municipal bonds, corporate bonds, mortgage backed securities, CMOs, and Small Business Administration pools.

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Balance Sheet Management

Customized strategies and asset/liability management, together with reliable execution, help make your entire balance sheet more profitable.

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Portfolio Management

Industry-leading technology helps you analyze your institution’s data and its relationship to the current market. These tools equip you with everything you need to make sound financial decisions.

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Bank Advisory and Strategic Services

Achieve your strategic objectives with advice from CPAs, CFAs, and former portfolio managers. Our team can provide valuable insight for investment banking, and bank and equity strategies.

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