Managing your financial institution’s investment portfolio requires separate expertise. For expert analysis and advice on your financial institution investment portfolio, call on SWBC. Our investment portfolio managers will work with your team to create a plan that manages risk and liquidity.
Based on your risk profile and balance sheet, our investment portfolio managers make customized recommendations aimed at achieving positive, risk-adjusted returns through diversification and active, ongoing management. You choose whether you want to outsource the management of your portfolio, utilize our brokerage services, or any point in between.