“My Premium Team Leader works with me four times a year to prepare an investment plan. Once a plan has been finalized, day-to-day investment decisions become easy – no more agonizing, spur-of-the-moment decisions based on market projections which can change with the next days’ headlines. These investment plans have increased my bank’s investment yields in times of low loan demand and tight spreads. He also has the expertise, the inventory, and the advice to help me make intelligent decisions in the complex mortgage-backed securities market.”
Chief Financial Officer
$600 million financial institution

“My Premium Team Leader is competent, experienced and is always available and helpful. He prepares a complimentary Performance Profile report for our bank each quarter. This report replaced an expensive model and has become the bank’s primary investment planning and A/L report. The Premium Team’s expertise in assisting us with our Sub Chapter S Corporation conversion was extraordinary and saved us hard dollars in taxes and increased our investment returns by recommending the optimal portfolio structure. I frequently recommend the Premium Strategies Group to other community bankers because I know they will do an excellent job for them just as they are doing for me.”
President
$45 million Sub S Corp. financial institution

“We began using the Premium Strategies Group after another banker told us what a good job they were doing for him. My Premium Team Leader is definitely one of the more analytical brokers that I work with. He is always on top of the market and has demonstrated his ability to spot value on numerous occasions. He understands our balance sheet and presents his recommendations accordingly.”
Vice President - Investments
$1.3 billion federal savings bank

“As our bank has grown we have heavily depended on the analytical support of the Premium Strategies Group. When I need an answer to an analytical question, my Premium Team Leader is the broker I call. I can rely upon quick sound advice and analytical support to almost any question. I feel as though the Premium Strategies Group is an integral part of the investment team for our organization.”
Chief Financial Officer
$500 million financial institution