Florida Banking May 2022
The FBA meets with Senator Rick Scott (top left), Congressman Bill Posey (top right), and Congressman Byron Donalds in Washington, D.C.
Working together to help you achieve your investment goals.
Our Capital Markets team is committed to building lasting relationships and helping institutional clients with their investment needs. We deliver a full selection of investment products and services to help you manage your investment portfolio.
Broad range of investment products and services
Highly skilled and experienced team
Leading-edge technology
Security Sales •
Safekeeping •
Unbiased recommendations and pricing
Approved custodian
• Security, market and rate information along with research services Asset Liability Management • Comprehensive multi-dimensional analysis of balance sheet • ([WHQVLYH PRGHOLQJ FDSDELOLWLHV DQG ÁH[LELOLW\ LQ GHÀQLQJ business assumptions • Ability to produce budget database using detail-level and variance reporting
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Automated settlement platform
Timely and accurate payment and reporting
Portfolio Accounting •
Access to data in multiple formats Independent pricing valuation Integrated services with Safekeeping and ALM systems
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800.275.4222
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WWW.FLORIDABANKERS.COM MAY 2022 — 7
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