Bank Investment
Portfolio Advisory Service
Over the past years, bank investment portfolios have
become a substantial and increasing part of a bank’s
balance sheet management. This greater share of total
assets as a result of a larger portfolio can provide a
greater opportunity for profitability. But sometimes
banks may not be able to access attractive investment
opportunities to improve yield and manage risk.
This can lend itself to a portfolio concentrated in
government securities: a heavier reliance on returns
derived from prepayment and duration risks.
It is our experience that adding an outside investment manager,
such as MackHouse Capital, can provide your bank with
the resources and expertise needed to capture those
investment opportunities.
Independent Financial Advice.
Operating in a Fiduciary capacity, we’ll work in partnership with you to understand your investment portfolio needs: Balance Sheet Liquidity and Income Generation.
We provide the following benefits to your institution:
We would develop specific investment guidelines that would govern our activities and adhere to your bank’s investment policy. We would help to ensure that your bank’s management and board maintain their control and oversight of the bank’s fiduciary responsibility and regulatory requirements.
At MackHouse Capital, we provide the needed methodologies and processes to increase your investment opportunity set by adding investment expertise in areas in which a bank may not possess. Take advantage of those resources and partner with us today.
Call us today 1-812-205-2191
or email us to set up a consultation.
