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Bank Portfolio Management

Central States Capital Markets (CSCM) provides a wide array of Asset Management Services. Whether the client is in need of general asset management or our more specialized Portfolio Management, CSCM can help clients build, manage and analyze portfolios of all types.

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General Asset Management Services

Investment Representatives from CSCM have powerful resources typically attributed only to the financial heavyweights. The team has refined its ability to deliver services in a more personal manner, reflecting our vast experience through numerous economic cycles.

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We value our client relationships more than anything else. Our Goal is to earn our clients’ trust and loyalty every day. Below are some of the products and services we provide.

Portfolio Products:

  • U.S. Government Securities

  • Certificates of Deposit

  • Municipal Bonds

  • Federal Agency Securities

  • Mortgage Backed Securities

Asset Allocation:

  • Portfolio and Market Analysis

  • Customized Portfolio Development for Each Client’s Specific Goals

  • Cash Flow Forecasting

  • Structuring Liquidity and Cash Needs

  • Pledging Requirements

Investment Policy Statements:

  • Identification of Investment Objectives

  • Investment Guidelines – Bank Specific

  • Risk Evaluation

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