Investment Services
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The power of partnership
Active Portfolio Management
We give you the active portfolio management you rely on to maximize your revenue and profitability. Through our partnership with First Bankers Banc Securities (FBBS), we can serve your needs with portfolio analytics, security sales and purchases, Safekeeping, and Portfolio Accounting. FBBS is a full service broker dealer specializing in the fixed income marketplace. They actively trade and position securities, deploying capital to best fit client needs. Securities professionals possess the necessary experience to identify and interpret market conditions and anticipate the potential impact on the investment portfolio.
Asset Liability Management
A comprehensive asset/liability management program is a must for your bank to thrive. CBB and FBBS utilize an industry lending forecasting model that is 3rd party tested, fulfills regulatory requirements, and the process is fully integrated with our bond accounting services. Our system is able to utilize custom “what if” scenarios to assist with annual budgeting. Stressed liquidity and custom deposit studies are available.
Financial Strategies
Our financial strategies team is dedicated to providing the analysis and discussion required to ensure your institution operates as effectively as possible. Our proprietary analytics software drives portfolio strategies and scenario-specific reporting for potential transactions, assisting clients throughout the process. Our experienced team can assist with policy development, guidance, and review for almost any sector, including treasury management, funding, liquidity, investment, and ALM. We offer ALM/IRR reporting developed in-house utilizing highly advanced software to customize most inputs.
Portfolio Accounting
Our program offers an industry leading accounting methodology menu and a variety of flexible input assumptions. Clients have access to real time portfolio holdings via a secure web portal to facilitate pledging, safekeeping, and portfolio management needs. Processing in-house allows FBBS to expedite special requests and make adjustments after cut-off periods, allowing your institution flexibility and efficiency for reporting needs. Our team can run “what-if” scenarios to help evaluate the potential impacts of various assumption and methodology options.
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Securities Sales and Purchases
Our team of investment professionals is committed to providing exceptional service and individualized attention. Experienced sales representatives, traders, strategists, and support staff are dedicated to providing the appropriate products, services, and guidance tailored to our client’s needs and investment objectives.
Safekeeping
We work with our safekeeping alliance partner, TBB, to offer banks an all-inclusive safekeeping service that delivers rapid and detailed information about your bank’s securities through our secure Client Portal, CBLink. Both CBB and TBB are qualified escrow agents for the Virginia Treasury Board.
The Power of Partnership
The cumulative power of what Community Bankers’ Bank create through partnership – and what our banks in our collective perpetuate through cooperation – has strengthened and empowered community banks in the Fifth District since 1987. This CBB tenet of coming together, pulling together and growing together is the heart of our existence and the soul of the people who work here.
We Are all about community
Why Community Bankers' Bank
We know community banking because community banking is in our DNA. CBB is cooperatively owned by community banks, run by community bank executives and only works with community banks.
President's Letter
Who We Are
Our Team
