Tuesday, May 1, 2009

Work with an Investment Team that treats your bank as a partner.


IBB Investment Services works with each customer as a partner in the investment decision process. Our goal is to build a long term relationship with your bank by assessing your needs and discussing options with the highest level of personal service. Each member of our team has extensive experience in the Investment industry and will help you build a strong and productive portfolio.


Our expert staff will listen to your inquiries, research your best options and advise you in making the right Investment decisions for your bank. As your Investment portfolio partner, we are committed to providing you the best available prices while offering the same management know-how employed by larger institutions.
investment services
The Investment Services Team at IBB takes the time to understand your goals, pay attention to the details of your portfolio and provide the expertise that comes only from working exclusively with community bankers.

Give us a call to discuss the benefits of the many Investment Services we offer:

  • Bond Sales (Buying and Selling Securities)
  • Investment Portfolio Performance Review
  • Safekeeping
  • Portfolio (Bond) Accounting
  • Balance Sheet Solutions (Interest Rate Swaps)
  • Commercial Loan Hedging
  • Interest Rate Risk Management
  • Escrow Agent for Stock Offerings
  • Brokered CDs (for current rates click here)
  • Fed Funds (Line of Credit) Accommodations
  • Agency Fed Funds
  • GovCash®
Investment Portfolio Review

Improve your position with new opportunities. Our complimentary review of your investment portfolio is detailed, yet easy to understand.  We provide:

  • Distribution reports
  • Projected cash flow analysis
  • Sensitivity analysis
  • Predictive call analysis
  • ALM analysis


Portfolio (Bond) Accounting

Independent Bankers Bank offers a state-of-the-art Internet based investment portfolio accounting package which includes:

  • Transaction journals
  • Premium amortization, discount accretion and interest accruals
  • Market valuation
  • Two monthly runs
  • Free electronic delivery of reports Management and ALM reporting
  • Pledging
Click here to access BusinessNet or Powerlink login pages

Investment services


Steve Thomas
SVP, Investment Services Manager
407-541-1620 x 1266
Steve.Thomas@ibbfla.com

Mike Martin

VP, Investment Operations Manager
407-541-1620 x 1261
Mike.Martin@ibbfla.com

Charlie Raney, cfa

VP, Investment Sales
407-541-1620 x 1268
Charles.Raney@ibbfla.com