First Business Bank

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.

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Notable Numbers

$2B

In Assets Under Advisement

100%

Satisfaction Rating

30+

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.

The People Helping You Focus On Running Your Bank

Meet the experienced people looking out for your bank's investments so you can concentrate on finances and operations.

people casually meeting

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. 

Get The Latest From Our Investment Portfolio Services Experts

View our resources for time-tested bank strategies and valuable economic data provided by First Business Bank.

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Optimize Your Investment Portfolio

Work hand-in-hand with an experienced bank consulting partner to get the results you need.