Nov-Dec_Issue - page 39

Solutions that ICBA Securities can provide to your bank:
• Bank Advisory -
Capital raises, mergers/acquisitions, strategic planning, valuations, ESOPs, stock options & more
(offered through ICBA Securities’ affiliate, Vining Sparks Community Bank Advisory Group)
• Asset / Liability -
More than typical data analysis, reports & reviews, ALCO meetings (your partner all the way
through review, strategy & execution)
• Investment Portfolio -
Strategies, analysis, Fixed Income sales/support & investment subsidiary asset
management support (offered through ICBA Securities’ affiliate, Vining Sparks Asset Management, LLC)
• Loan Trading -
Market makers in all loan types for community banks (SBA, USDA, Ag, Residential & Commercial,
Performing & Non-Performing, etc), profit maximization, origination support, etc
• Wholesale Funding -
Full-service wholesale funding support (issuing Brokered CDs, Repos/Reverse Repos, FHLB
Advances Analysis, etc)
• Interest Rate Products -
Increasing spread and income in the loan portfolio through interest rate swaps &
support of all types (offered through ICBA Securities’ affiliate, Vining Sparks Interest Rate Products, LLC)
• Executive Benefits & BOLI -
Analysis, consulting, administration
• Software & Support -
Online Portfolio Management, Asset/Liability Reporting, Bond Accounting, Safe Keeping,
Total Return Modeling
• Education & Research -
Ongoing education, industry leading research, proprietary analytics
A name you’ve known and trusted for over 20 years.
Your Wisconsin Balance Sheet Solutions Team:
Fred Kelly • Jonathan Ferebee • David Holsted
ICBA Securities is a member of FINRA/SIPC
ProvidingWisconsin Community Bankers
comprehensive balance sheet solutions.
Exclusively Endorsed by
Securities execution services are offered by ICBA Securities Corporation a registered broker-dealer and Member FINRA/SIPC. Other services and products
mentioned are not insured by SIPC and may be offered by separate but affiliated companies. Please visit our website for additional important disclosures
and information.
Happy Holidays
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