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Hybarger & Associates

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

  • Who We Are
    • Firm's Founder and History
    • Officers
  • Who We Serve
    • Who Are Our Clients
  • What We Do
    • Asset / Liability Management >
      • Budgeting
      • Performance Analysis
      • Forecasting
      • Quality Control
      • ALM Board Reporting >
        • The Directors' Financial Digest
        • The Executive Management Series
        • The Account Level Forecasting Series
      • Alternative Planning Scenarios
    • Interest Rate Risk >
      • Reporting for Interest Rate Risk
      • Assumptions & Back-Testing
    • Portfolio Management & Accounting >
      • The InvestWise Reporting Series >
        • Portfolio Management Series
        • Financial Management Series
        • Econometric Series
      • "Total Return" Investment Strategy
    • Liquidity Risk Management
    • Capital Adequacy & Analysis
    • Dynamic Strategic Planning
    • Comprehensive Funds Management Policy
    • CECL Overview >
      • Historical Analysis
      • "Currently" Identifiable Risks
      • "Specific" Potential Risks
      • Potential "Future" Risks
      • Traditional Reserves vs CECL
    • General Consultation >
      • Holding Company Systems
      • Balance Sheet Pricing Strategies
      • Regulatory Reporting
  • What Our Clients Say
  • How We Interface
    • What happens when we become a Client?
    • How are Fees Determined?

    The InvestWise Reporting Series

    Picture

    A comprehensive management, accounting, and regulatory reporting tool for the Investment Portfolio

    The InvestWise Reporting Series is a comprehensive accounting, management, and regulatory reporting tool for the Investment Portfolio.  It has been specifically tailored to meet the rigorous requirements of all insured financial institutions that are subject to critical review from customers and shareholders, as well as state and federal regulatory agencies. 


    The InvestWise Reporting Series is intended to provide a level of personalized service with an analytical sophistication that is unmatched in the marketplace. 


    The InvestWise Reporting consists of three series of reports:
    • Portfolio Management Series
    • Financial Management Series
    • Econometric Series

    ​Of particular significance is the fact that, in each report, all of the information relating to a Security has been located on a single line, thereby making it easier to see and understand. 

    © 2020 Hybarger. All rights reserved.

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    • Who We Are
      • Firm's Founder and History
      • Officers
    • Who We Serve
      • Who Are Our Clients
    • What We Do
      • Asset / Liability Management >
        • Budgeting
        • Performance Analysis
        • Forecasting
        • Quality Control
        • ALM Board Reporting >
          • The Directors' Financial Digest
          • The Executive Management Series
          • The Account Level Forecasting Series
        • Alternative Planning Scenarios
      • Interest Rate Risk >
        • Reporting for Interest Rate Risk
        • Assumptions & Back-Testing
      • Portfolio Management & Accounting >
        • The InvestWise Reporting Series >
          • Portfolio Management Series
          • Financial Management Series
          • Econometric Series
        • "Total Return" Investment Strategy
      • Liquidity Risk Management
      • Capital Adequacy & Analysis
      • Dynamic Strategic Planning
      • Comprehensive Funds Management Policy
      • CECL Overview >
        • Historical Analysis
        • "Currently" Identifiable Risks
        • "Specific" Potential Risks
        • Potential "Future" Risks
        • Traditional Reserves vs CECL
      • General Consultation >
        • Holding Company Systems
        • Balance Sheet Pricing Strategies
        • Regulatory Reporting
    • What Our Clients Say
    • How We Interface
      • What happens when we become a Client?
      • How are Fees Determined?