INVESTMENTS

Combining expertise and integrity to maximize the return on your investments.

Need to access your investment portfolio?

Stock ticker on exterior of building

FIXED INCOME DEALER DESK

Looking for someone to trust for fixed income securities at consistent and competitive prices? Our fixed income dealer desk has your investment worries covered.


Money with a chain and lock around it

SECURITY SAFEKEEPING & TRANSFER

Our security safekeeping and transfer is a worry-free solution that passes efficiency and savings on to you. 

You’ll get:

  • An approved third-party pledge custodian
  • Daily income posts by noon
  • Online pledge and trade entry

Woman looking at information on her laptop and phone

BOND ACCOUNTING

Get secure and convenient access to your bank’s accounting reports, market pricing, executive graphs and portfolio data extracts. The best part? Our responsive and personalized service will be there to assist you every step of the way.


People reviewing bar charts and pie charts

PORTFOLIO ANALYTICS

Easily monitor and manage your investment portfolio’s yield, interest rate risk and cash flows with Portfolio AdvantEDGE.


Clipboard with Balance sheets

ASSET LIABILITY MANAGEMENT

Want an affordable asset liability management (ALM) solution that satisfies you as well as the regulator? Look no further!  Our ALM Driver™ has everything you need including: 

  • Concise reports
  • All regulatory reports for internal rate of return (IRR)
  • Budgeting, liquidity management and profitability

Other helpful information:


People reviewing finances

CORPORATE CASH MANAGEMENT

Through our corporate cash management, you’ll be able to retain and strengthen existing corporate relationships, attract new business and earn additional fee income. 

Contact Us To Get Started

  • This field is for validation purposes and should be left unchanged.

Contact A Rep

  • (800) 388-5550

YOU MAY ALSO BE INTERESTED IN

Unless otherwise stated, all products and services represented on this page are not insured by any federal government agency including the FDIC, are not guaranteed by this financial institution, are not obligations of this financial institution, and involve risk