INVESTMENTS
Combining expertise and integrity to maximize the return on your investments.
Need to access your investment portfolio?
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. Download our Regulatory Packet to view resumes for our team.
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
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.
PORTFOLIO ANALYTICS
Easily monitor and manage your investment portfolio’s yield, interest rate risk and cash flows with Portfolio AdvantEDGE.
CUSTOMER CASH SWEEPS
Through our customer cash sweeps, you’ll be able to retain and strengthen existing corporate relationships, attract new business and earn additional fee income.
Contact Us To Get Started
Contact A Rep
- (800) 388-5550
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Liquidity SourcesTo provide you with alternative sources of liquidity we offer several funding programs for your consideration.
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Federal FundsIn search of competitive federal funds rates? As our partner, you’ll get access to the best rates available while working with banking staff that understand your bank’s needs.
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InvestmentsCombining expertise and integrity to maximize the return on your investments.
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