Serving Small to Mid-Size Community Banks for over Thirty Years

Comprehensive

Funds Management Systems

Designed Exclusively for the Community Bank
Investment Portfolio

Management Services

We provide banks with a "Total Return Investment Strategy"
Our Financial Forecasting Systems...
Link Budgeting to Strategy and turn Planning into Action

Who we are

Our Firm has consulted with Community Banks in the area of financial performance for over 30 years...

with an Average Client Relationship of nearly 20 years, our Systems and Solutions speak for themselves

Current Banking Insights

Portfolio ~ Yields vs Valuations
Contact us today to find out what we can do for your Bank.


817-510-0900