								CLIENT SERVICES 1-877-777-0412

Liabilities & Capital

Consulting

Performance

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Products & Services

The Banc Investment Group offers an array of products and services specifically targeted at the independent financial institution. The business model is to take best in class methodology and make it available to institutions across the country. In this manner, independent financial institutions can gain the same access, at cost effective levels, as what national financial institutions enjoy. Since the Banc Investment Group and, its sister company, Pacific Coast Bankers’ Bank is a group composed of bankers’ with the sole purpose of promoting independent bank performance, we are uniquely qualified to deliver the following products and services targeted at all aspects of the balance sheet and income statement:

Assets

Financial institutions that are looking to add money market instruments, loans, securities or tax savings vehicles will find a variety of high-quality assets suitable for a financial institution’s duration targets. Loan assets include newly originated loans in specific areas or portfolio of product that is sold on both a servicing retained or released basis. On securities, the Banc Investment Group is a certified asset manager that can either manage investment portfolios on a discretionary basis or provide our recommendations, analytics and strategy free of charge for active customers, in order to allow them to enhance investment performance.

Liabilities & Capital

Since gathering cost effective liabilities is always a challenge for some financial institutions, the Banc Investment Group offers a variety of both short-term and long-term liabilities on both a brokered and non-brokered basis.

Consulting

The Banc Investment Group has a specialty at developing analytical models and services to help independent banks better understand credit risk, loan pricing, asset-liability management, profitability and performance. Engagements are as simple as a one time Interest Rate Risk Review or as in depth as a complete deposit optimization plan that looks out over the next 5 years. The Banc Investment Group takes the best practice solutions found at major institutions and risk management practitioners and makes them applicable to all clients.

Performance

CRA solutions, customer newsletters, loan hedging and a host of other products are available, all designed to give independent financial institutions the competitive edge they need to boost shareholder performance and enhance customer value.

"Experience, dedication and individual attention help us find the right fit for your needs."

Cost of Funds Report
This customized quarterly report validates interest rate sensitivity assumptions and tracks improvements in lowering your cost of funds.
Learn more.

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