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Assets Liabilities & Capital Consulting Performance
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Assets


Whether your financial institution needs loans, securities, or cash instruments, we have designed solutions specifically to meet your needs. Our products, services and distribution capabilities focused on bank assets include a full range of expert resources and options for managing those assets. By giving more attention to the asset side of the balance sheet, our products and services in this category are designed to reduce costs, increase quality and reduce risk in an increasingly globalized and competitive financial landscape.

Asset Products Menu
Loans
  • Brokered purchases & sales of single banks loans
  • Syndicated loans for multi-bank purchases and sales
  • Geographic diversity
  • Due diligence documenatation available online
  • Web access available Login Required
Revenue Anticipation Loans
  • Seasonal investment earns Fed Funds +50
  • Sell Fed Funds on a secured basis
  • Participating banks commit funds for entire period with the flexibility to withdraw as needed
CRA Investments & Loans
  • Several products to address your bank's CRA needs
  • Customized MBS investments and loans
Fixed Income Securities
  • Daily overview of offerings available
  • Investments suitable for financial institutions
  • Web access available Login Required
Money Market Mutual Funds¹
  • Maintain high degree of liquidity
  • Investing in "Institutional" class for most competitive rate and all funds are 2a-7 eligible
  • Minimum initial investment of $500k
  • Web access available Login Required
Repo
  • Allows banks an additional investment alternative
  • Collateral: Treasuries, Agencies, MBS, Muni's and Performing Loans
  • Invest up to 3Y at a spread above Fed Funds
Portfolio Deposits
  • FDIC insured money market deposits
  • Priced at a spread above FF
  • Offer flexible liquidity
Tax Credit Funds
  • Offers banks a diversified portfolio of properties and tax credits
  • Some funds provide both federal and state tax reduction
  • Can reduce your bank's taxes by as much as 17%
1. Money Market Mutual Funds: An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund. To request a prospectus, e-mail info@bancinvestment.com. Investors are advised to consider the investment objectives, risks, charges, and expenses of the mutual fund carefully before investing. The prospectus contains this, and other information, and should be read carefully before investing.



Contact Us
Banc Investment Group
340 Pine Street
Suite 401
San Francisco, CA. 94104

Tel: 877-777-0412
Fax: 415-391-1334
info@bancinvestment.com
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