SB Value has re-engineered fixed income management – and community financial institutions benefit!

By utilizing the breadth and pricing power of the SB Value Platform, community financial institutions now can enjoy:

THE SB VALUE ANCILLARY SERVICES PLATFORM

ASSET LIABILITY MANAGEMENT

DESCRIPTION

HBP’s intent is to help community banks and similar organizations manage their risk. HBP does this by providing Directors, Presidents. CFOs, Controllers, and Analysts with various risk management services, ALM Reviews, Liquidity Reviews. and Model Validations. If finding an income enhancing, expense saving, or asset protection strategy is relevant to you. HBP can offer the time and expertise to further improve your institution.

Asset Management Group, Inc. (AMG) a wholly owned subsidiary of Country Club Bank, a community bank, located in Kansas City.  We have been committed to serving community banks of all sizes for over 30 years. Our proprietary BancPath model, is designed to be a turnkey service that goes beyond regulatory guidance. Your bank data is used to calculate ALL key assumptions, including those for deposit betas, loan betas, non-maturing deposit lives and prepayment speeds. With the BancPath model, we are able to offer rare flexibility within an outsourced solution. Our business is taking data, and turning it into valuable insight that can used to positively impact your bank. An AMG consultant is always available to review reports, risk position, policies, pricing strategies, and exams. Our goal is to become a trusted partner in managing your banks’ balance sheet.

BOND ACCOUNTING
& PORTFOLIO ANALYTICS

DESCRIPTION

For more than 30 years, Bankers’ Bank has been assisting community banks to maximize the use of their Investment Portfolio Accounting reports and their features. With their trademark customer service, they provide streamlined conversion support and comprehensive monthly Financial Reporting, Call Report Data, and Portfolio Analytics. Solutions oriented, Bankers’ Bank welcomes the opportunity to serve those with complex accounting structures by offering customizable solutions, consolidated reporting for investment subsidiaries, and detailed reporting for pledged securities.

CUSTODY & SAFEKEEPING

DESCRIPTION

As the leading custodian to the financial world, BNY Mellon’s Pershing brings together the power of two custodial platforms in an innovative fashion. Their state of the art technology is backed by the stability of the oldest financial institution in the U.S. and provides for comprehensive, streamlined custody and safekeeping services.

Bankers’ Bank has over 30 years of sound safekeeping and custody experience. Their clients enjoy 24/7 online access to comprehensive reporting, authorizations, and online requests. Knowledgeable staff are available to discuss safekeeping needs and to provide peace of mind.

CHIEF ECONOMIST

DESCRIPTION

Dr. Edmond J. Seifried, PhD

Dr. Seifried is Professor Emeritus of Economics and Business at Lafayette College and serves as the dean of the Virginia and West Virginia Banking Schools As a highly sought-after guest speaker. Dr. Seifried has delivered over 2,500 presentations in both the United States and abroad. In addition to his academic experience, Dr. Seifried serves on the board of directors of a community bank. 

All of the above have undergone extensive due diligence by SBV, represent “best in class” service and support… and offer special “SB Value” favorable terms to SBV partners and prospects!

Contact your SB Value Business Development Officer below

to request a personal introduction to any of the aforementioned SB Value Partners… at SB Value Prices!

WESTERN UNITED STATES

William Barnes

Vice President
of Business Development

C: 210-687-3422
P: 210-686-2874
E: william.barnes@sbvalue.com

EASTERN UNITED STATES

John Evans

Senior Vice President
of Business Development

C: 503-896-2224
P: 503-620-2898
E: john.evans@sbvalue.com