Institutional Advisory Services


SWBC Institutional Advisory Services are offered through SWBC Investment Company, an SEC Registered Investment Advisor. SWBC has been dedicated to helping financial institutions achieve superior investment yields for more than 20 years. Our advisory services include both Asset Liability Management and Investment Management, tailored to your specific growth objectives and risk profiles.

By partnering with SWBC, your management team can remain focused on the "big picture" without being burdened with the day-to-day details of managing your investment portfolio.

Asset Liability Management (ALM) is one of the most advanced analytical tools a financial institution can use to accurately forecast growth, earnings, liquidity, capital, and interest rate sensitivity – key factors in achieving long-term strategic goals. SWBC offers you a cost-effective solution for managing the ALM modeling process, with the following benefits:

  • Comprehensive ALM reports, with easy-to-understand commentary and graphics
  • Detailed presentation of ALM analysis by an ALM specialist, with peer comparisons and objective commentary
  • Annual budgeting reports, with multiple growth and interest rate scenarios
  • Monthly bond accounting reports and market value analysis
  • Periodic education and training sessions
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Executive Benefits