Balance Sheet Management
Balance Sheet Analytics
Investment Portfolio Analytics
Regulatory Consulting
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Balance Sheet Management Services provides comprehensive analytical services and consulting. We are headquartered in Hauppauge, New York. It was established to service the growing needs of institutions to focus on balance sheet management analytics and regulatory issues facing their industries. 

Our Analytics Division offers a full range of fee-based balance sheet management and investment portfolio analytics to a national network of institutions.  Our services are designed to assist institutions with their balance sheet management needs. 

Our Regulatory Consulting Division offers a full range of services designed to assist with the regulatory concerns of our clients' industries.  Our Managing Director of Regulatory Affairs, Charles Felker, has over thirty years of experience with the regulations that govern financial institutions.  

 

*Balance Sheet Management and Consulting Services, Inc., L.P.C. Services, Inc., and First Empire C.D. Management, Inc.
are not members of the FINRA or SIPC. First Empire Securities, Inc. is solely a member of the FINRA/SIPC.

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