Municipal Bond Portfolio Review

First Bankers’ Banc Securities, Inc. (FBBS) works with an independent third-party to provide an extensive municipal bond portfolio review in order to keep pace with today’s regulations. This report, generated in-house, offers an underlying economic picture, down to the county level where available, to assist in better understanding the overall economic health of your municipal bond portfolio. The review includes a Watch List to highlight geographic areas in the bond portfolio that may need additional research as well as continuing disclosure on your holdings.  Please contact us at services@FBBSinc.com or (888) 726-2880 for more information.

Municipal Bond Portfolio Review Economic Data:

  •         Unemployment (County & State)
  •         Average Weekly Wages Change (County & State)
  •         Annual Foreclosure (County & State)
  •         Funded Ratio, Pension Plan (State)
  •         Population Change (County)

Sample Report:

Municipal Bond Portfolio Review Sample