Financial Strategies Group

Our financial strategies team is dedicated to providing all of the analysis and discussion required to ensuring your institution is operating as efficiently and effectively as possible. Our experienced team can assist with policy development, guidance and review for most any sector including treasury management, funding, liquidity, investment and asset-liability management (ALM).  We offer ALM/IRR reporting developed in-house utilizing highly advanced software to customize most any inputs from the chart of accounts to prepay and decay assumptions.  Portfolio strategies and customized reporting to accompany potential transactions help our clients be as informed as possible when evaluating options.  Our analytics software and customized reports assist with bond swaps evaluating their impacts as an independent transaction as well as overall impact to the investment portfolio.  Our strategies group is dedicated to deploying their experience and knowledge in conjunction with the best technology available to bring value added to your institution.