Robben & Forrester, LLC

Consultants to Financial Institutions

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Policy Development
Management Information Policy Development Portfolio Management Planning Mergers & Acquisitions Review of A/L Process    

 

                                            

Robben & Forrester, LLC is experienced in developing policies which are essential for an effectively managing financial institutions.  We assist clients in the development of polices for:

1) Asset Liability Management,

2) Investment Management,

3) Funding and Liquidity.

4) Capital Management, and

5) The Use of Off Balance Sheet Instruments.

Policies should be developed that accurately reflect the institutions performance goals and tolerances for risk.

Key Benefits

Provides a framework for making decisions consistent with the objectives of the board and management
Helps to ensure the safety and soundness of the institution
Complies with the expectations of regulatory authorities

 

 

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