If you typically manage your own investments, SWBC can help you maximize your efforts with our transaction-based product.
We have access to the institutional fixed income markets that are not typically accessible through traditional brokerage relationships. This allows us to offer a full selection of competitively priced fixed income securities that often result in increased investment returns for your financial institution.
For more information about our Institutional Brokerage Services, Contact us or contact an SWBC representative at 1-866-270-4873.
Securities offered by SWBC Investment Services, LLC., member FINRA & SIPC.
| Our wealth of trading expertise includes: |
- U.S. Treasury Securities
- U.S. Government Agency Securities
- Asset-Backed Securities
- Money-Market Instruments
- Collateralized Mortgage Obligations (CMOs)
- Real Estate Mortgage Investment Conduits (REMICs)
- Adjustable Rate Mortgages (ARMs)
- Bank Qualified Municipal Bonds
- Corporate Bonds
- Certificates of Deposit
- SBA Pools
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For more information about our Institutional Brokerage Services, Contact us or contact an SWBC representative at 1-866-270-4873.
Securities offered by SWBC Investment Services, LLC., member FINRA & SIPC.
| Institutional Brokerage services include: |
- Review of Investment Policy - to ensure compliance with the latest regulatory guidelines.
- Investment Portfolio Reviews - detailed planning documents that explain the recommended strategy and how it relates to the rest of the institution's balance sheet and ALM risk profile.
- Institutional Trade Execution - competitive trade execution with primary dealer access to institutional inventory with a full selection of competitively priced fixed-income securities which often result in increased investment returns for your financial institution.
- Regulatory Documentation - in-depth summary of each investment purchase, as required by NCUA.
- Education & Training - ongoing education and training on specific investment products, as well as periodic client training seminars.
- Bond Accounting Reports - detailed and comprehensive bond accounting reports are provided on a monthly basis by an outside third party vendor, thereby ensuring the objectivity of the market valuation process.
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For more information about our Institutional Brokerage Services, Contact us or contact an SWBC representative at 1-866-270-4873.
Securities offered by SWBC Investment Services, LLC., member FINRA & SIPC.
| When you partner with SWBC, you’ll receive: |
- Experienced, dedicated advisors
- Up-to-date market information
- Competitive trade execution and pricing
- Portfolio strategy
- Investment risk management, liquidity policy development, and ongoing review
- Investment portfolio strategy formulation, within a total balance sheet context
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