Services Tailored to Depository Institutions

At GeoVest Advisors we have had many years of experience serving the regulated financial services industry and have served commercial banks, thrifts and Federal credit unions.  Services we provide include aid with the writing of investment policies, meeting with Management and the Board to discuss economic trends and investment strategies, and preparing accounting and compliance reports.  We are also conversant with the requirements of FAS 115, with understanding the requirements of interest rate risk policies, and with shock testing of securities to see that they meet regulatory requirements.

Financial institutions find comfort in dealing with our institutional professionals.