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An affordable alternative to
staffing an extensive internal compliance program.
Compliance Services,
Inc.
PO Box 237
Orting, WA 98360
(253)756-5767 compliserv@aol.com
ccook14@aol.com
CSI Georgia
35 Roanoke Avenue NE
Atlanta, GA 30305
(404)266-0430
ljoddo@bellsouth.net
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CSI works with Treasury
Management Services, Inc. to provide the following:
- Assist in developing
investment policies customized to the 'institutions' needs
- Structure the investment
portfolio to meet specific asset/liability and income needs
- Monitor financial markets
- Maximize the investment
portfolio income by capitalizing on yield spreads while maintaining future
cash flow needs
- Monitor the institution's
tax position and make recommendations to improve after-tax income
- Monitor and report any
regulatory changes dealing with the investment portfolio
- Assist in providing
management and board of directors with investment portfolio reports and
analyses
- Ensure preservation of
capital with on-going credit research on each security owned
- Third party pricing of the
investment portfolio as required by regulation
- Management and board of
directors presentations to broaden understanding of the make-up and purpose
of the investment portfolio
- Act as liaison between the
financial institution and brokerage community
- Available for responding to
questions that may arise concerning management of the investment portfolio
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