Business Banking
Manage cash flow, mitigate risk, and strategically invest with business banking solutions encompassing both traditional commercial banking and alternative specialty finance options.
Commercial Banking
Treasury Management
Commercial Lending
Company Retirement Plans
SBA Lending
Specialty Finance
Equipment Finance
Asset-Based Lending
Accounts Receivable Financing
Floorplan Financing
Private Wealth
Protect the long-term health of your family’s financial future.
Financial Planning Services
Investment Management
Trust & Estate Administration
Private Banking
Brokerage Services
Consulting For Banks
Make strategic investment and asset liability decisions with a partner that knows how to ask the right questions.
Investment Portfolio Services
Asset Liability Management (ALM)
ALM Process Validation

Investment Portfolio Services

Banks are constantly under pressure to manage their investment portfolios wisely amidst the economic and interest rate climate at any given time. It’s a top priority, but so is finding banking talent and keeping your customers satisfied.

Enhance Your Bank’s Investment Portfolio Management

Bankers Helping Bankers

Outsourcing the management of your bank’s Investment Portfolio to a team of highly experienced, reputable industry experts is efficient and offers peace of mind.

Talk To A Bank Consultant

Notable Numbers

$3.2B

In Assets Under Advisement

100%

Satisfaction Rating

35+

Years of Experience for Each Consultant

"I’ve developed a great relationship with Bill over the last year and a half, which has enhanced our investment process."

Dan Cook

CIO, United Community Bank

Investment Portfolio Services

Leverage Expertise. Optimize Your Bank’s Portfolio.

Utilize custom investment portfolio services to get you the best results. Working with a bank consultant gives you an edge.

Investment Management

A balance sheet approach to investment portfolio management that combines expertise in all asset classes with seamless execution through your existing broker-dealer relationships based on established investment parameters. Quarterly investment committee meetings keep you informed.

Subsidiary in Nevada

Leverage a Nevada Subsidiary to outsource and manage all or a portion of your fixed income investment portfolio.

"We contracted with First Business Bank after our in-house portfolio manager position became vacant. Our team is pleased with the collaborative investing approach. This service has enhanced our overall balance sheet management. "

Paul Eckroth

EVP & CFO, Retired, Marquette Bank

Additional Services

Partner with First Business Bank for these add-on offerings.

General Ledger Processing

Save time with custom general ledger processing with daily transaction input, monthly financial statements, reconciliations and more.

Bond Accounting & Safekeeping

Keep your current bond accounting and safekeeping relationships or have First Business Bank negotiate these services, with the benefit of transparent fees.

A Better Way Forward For Your Investment Portfolio

When it comes to managing your investment portfolio you need a partner who delivers exactly what you need.

Get Expert Knowledge
Work one-on-one with our experts who recognize your unique situation and give you expert recommendations.

Leverage Your Current Assets
You need an investment portfolio partner with expertise and experience in all asset classes, we know what works — and doesn’t.

Gain A Strategic Analysis
This is far more nuanced than an algorithm. We leverage our decades of market experience to inform every decision.