Institutional Portfolio Management | SWBC

Institutional Portfolio Management

Managing your financial institution’s investment portfolio requires separate expertise. For expert analysis and advice on your financial institution investment portfolio, call on SWBC. Our investment portfolio managers will work with your team to create a plan that manages risk and liquidity.

Based on your risk profile and balance sheet, our investment portfolio managers make customized recommendations aimed at achieving positive, risk-adjusted returns through diversification and active, ongoing management. You choose whether you want to outsource the management of your portfolio, utilize our brokerage services, or any point in between.

Our Portfolio Management OffersCustomized Guidance, Investments, and Analysis

We’ll provide your team with comprehensive portfolio recommendations, risk management guidance, and strategy formulations based on your total balance sheet.

We offer a wide range of globally diversified investments in traditional and alternative asset classes, and we complete trades on your behalf to build what we believe is an optimal portfolio.

Your portfolio manager will review progress with your team monthly to ensure your portfolio is in line with your investment objectives. You’ll also receive monthly bond accounting and analytics.

You choose the level of guidance that’s right for your financial institution: we can partner with your internal team to guide and advise their actions or we can manage your financial institution’s entire investment portfolio.


A topic as important as your investment portfolio needs undivided attention and deep knowledge. No matter how you choose to work with SWBC’s investment portfolio management team, you’ll receive expert information and advice to maximize your portfolio yield and liquidity while managing risk. Contact an advisor today to discuss options for having SWBC manage your financial institution’s investment portfolio!

Related Services


Mega Menu Insert

subMenu3 Content Insert | 3 Columns

subMenu16 Content Insert | 1 Columns

subMenu18 Content Insert | 1 Columns

subMenu15 Content Insert | 1 Columns

subMenu14 Content Insert | 1 Columns

subMenu13 Content Insert | 2 Columns

subMenu4 Content Insert | 3 Columns

subMenu9 Content Insert | 1 Columns

subMenu17 Content Insert | 1 Columns

subMenu12 Content Insert | 3 Columns

subMenu11 Content Insert | 1 Columns

subMenu5 Content Insert | 1 Columns

subMenu8 Content Insert | 1 Columns

subMenu10 Content Insert | 1 Columns

subMenu2 Content Insert | 3 Columns

subMenu6 Content Insert | 1 Columns