Municipal Bond Credit Support

First Bankers’ Banc Securities, Inc. (FBBS) can assist in creating a customized municipal credit review process that works for your institution.  An initial credit overview to fulfill pre-purchase analysis requirements is only the first step in the process.  FBBS works with an independent third party to provide an extensive municipal bond portfolio review in order to stay ahead of 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 portfolio that may need additional research.  Clients who choose this service will also receive continuing disclosure on holdings as they become available.  Utilizing our in- house resources, in conjunction with a comprehensive third party solution will provide the resources needed to evaluate and monitor demographic and credit fundamentals.

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)
  •         Other Data Available Upon Request

Sample Report:

Municipal Bond Portfolio Review Sample