Robben & Forrester, LLC

Consultants to Financial Institutions

Robben & Forrester, LLC offers consulting services to financial institutions ranging from improving management information to assistance with the portfolio management or mergers & acquisitions.   Our firm essentially provides the expertise of an outsourced Chief Financial Officer to be utilized in critical times of growth or transition.

Management Information

Design of management information databases and reporting

 

Policy Development

Development of all policies integral to the Asset Liability Management process

 

Portfolio Management

Investment Portfolio Management and advisory services

 

Planning

Annual and Strategic Planning

 

Mergers & Acquisitions

Development and implementation of plans to merge or acquire another institution

Review of A/L Process

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