Regulatory Consultation
Comprehensive consulting services regarding your investment portfolios in the eyes of regulators and examiners. Direct Consultation from Charles Felker, our Managing Director of Regulatory Affairs and frequent speaker at the Federal Reserve Management Schools with over thirty years of experience, in all of the following areas:

• Investment Regulations
• Asset/liability Management Assessments
• Pre and Post Examination Support
• Regulatory Flexibility
• Field of Membership

Policy Reviews and Revisions
Assists institutions with an in-depth understanding of their investment policies, placing consideration towards the available investment opportunities, regulations, examiner decisions, and cash flow monitoring tools needed to be competitive in today's market environment.

• Asset Liability Management Policy
• Investment Policy
• Loan Participation Policy
• Loan Purchases 

Board, ALCO, and Senior Management Presentations
We offer presentations customized for your institution on many topics including:

• Regulations
• Interpretive Rulings
• Chartering Policy
• Customized topics

Regulatory Updates and Educational Seminars
We are dedicated to the regulatory awareness and education of institutions. We provide regulatory updates to aid in the regulatory compliance process.  We provide commentaries on proposed regulations and their affect on the institution's investment policy. We also conduct educational seminars based on your specific needs.

Contact | Privacy Policy