Investment Services :: Independent Bankers Bank

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.

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