Portfolio Management
At First Bankers’ Banc Securities, Inc. (FBBS), our large and experienced sales staff of licensed investment representatives possess impressive resumes and proven track records in portfolio management. The majority of our investment professionals began their investment careers in financial institutions.
Real banking experience in a broker-dealer setting means our clients have immediate access to a vast resource of collective and robust knowledge on a wide horizon of investment products. Utilizing the latest information technology available, we canvass the myriad of investment choices and select those uniquely suited for our client base. At FBBS, we utilize our capital to position securities that fit the investment parameters of you, our client.
We believe our most valuable asset is our growing list of clients. Knowledge is power and we capitalize on the ongoing exchange of ideas between First Bankers’ Banc Securities, Inc. (FBBS) and our clients to stay innovative in the market place.
Most importantly, we listen to you, formulate a strategy expressly tailored to meet your requirements, and assist you in selecting the best investments to satisfy your unique situation.
FBBS tempers innovative problem solving with a historically conservative investment philosophy. Our clients are best served when you fully understand how an investment might behave in all types of environments before we endorse it.
Comprehensive portfolio management services:
- Accounting reports
- Portfolio and asset liability management recommendations based on current interest rate scenarios
- Comprehensive asset/liability management program
- Investment policy review
- Rate-shock portfolio testing
- Swap analysis review
- Credit quality review