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Community Financial Institutions

Investment Portfolio Management for Banks

Intellectual honesty and curiosity are central to our approach to helping you improve your decision-making with your financial institution's investment portfolio. Throughout our 20-year history, we have challenged ourselves to view your industry from your vantage, and to ask ourselves what we would need to make complete, confident, and quantified investment decisions for a community financial institutions. This began with developing and delivering disciplined investment strategies for fixed-income portfolio decisions, and has expanded through the years to cover wholesale funding, balance sheet management, investment banking, regulatory services, and bond accounting.

Enterprise Shape Management

A strategic asset liability management offering and groundbreaking total balance sheet management solution.

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Fixed-Income Services

Analytically-driven broker-dealer services and fixed-income portfolio management solutions for community financial institutions.

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Regulatory Support


Through articles, videos, and other resources, we support financial institutions with critical insight into emerging regulatory issues.

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Investment Banking

Committed to providing expert investment banking advice and superior execution to address any of your financing or Mergers & Acquisitions advisory needs.

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Bond Accounting Service

A highly accurate yet flexible bond accounting system that equips customers with the right tools and resources for high performance potential.

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