We work for a unique blend of highly profit motivated Community Bankers who take a conservative, yet aggressive, approach to their Funds Management Strategies.

​Together, we evaluate, challenge, and maximize strategies for any Interest Rate environment.
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Many of our Clients are members of one-bank or multi-bank holding companies which range in Asset size from $25 million to over $750 million and are located across the United States including the U.S. Virgin Islands.

Many of our relationships go back as far as the late 70's and early 80's.  We take great pride in our long-standing relationships with Clients and in our consistent contribution to their performance. ​

As you can see from the tables above, most of our relationships go back more than 20 years.  In our business, as in yours, people do not display this kind of loyalty unless they see results on a continuous basis.  We would be happy to provide references of Clients who have used our Services for some time, please contact us today!