Portfolio Management 

 

At First Bankers’ Banc Securities, Inc. (FBBS), our large and experienced sales staff of licensed investment representatives possess impressive resumes and proven track records  

in portfolio management. The majority of our investment professionals began their investment careers in financial institutions.  

 

Real banking experience in a broker-dealer setting means our clients have immediate access to a vast resource of collective and robust knowledge on a wide horizon of investment products. Utilizing the latest information technology available, we canvass the myriad of investment choices and select those uniquely suited for our client base. At FBBS, we utilize our capital to position securities that fit the investment parameters of you, our client. 

 

We believe our most valuable asset is our growing list of clients. Knowledge is power and we capitalize on the ongoing exchange of ideas between First Bankers’ Banc Securities, Inc. (FBBS) and our clients to stay innovative in the market place. 

 

Most importantly, we listen to you, formulate a strategy expressly tailored to meet your requirements, and assist you in selecting the best investments to satisfy your unique situation. 

 

FBBS tempers innovative problem solving with a historically conservative investment philosophy. Our clients are best served when you fully understand how an investment might behave in all types of environments before we endorse it. 

 

Comprehensive portfolio management services:  

 

 Accounting reports 

 

     Portfolio and asset liability management recommendations based on current interest rate     

         scenarios 

 

 Comprehensive asset/liability management program 

 

 Investment policy review 

 

 Rate-shock portfolio testing 

 

 Swap analysis review 

 

 Credit quality review 

 

Public Finance Services 

 

First Bankers’ Banc Securities, Inc. (FBBS) Public Finance has a proven track record of close to 200 successful transactions for communities in Illinois, Missouri, Kansas and Oklahoma. Our local government clients include cities, counties, fire and ambulance districts and school districts in communities large and small. FBBS can solve the funding obstacles to bringing critical government projects to your hometown.  

 

Our public finance services include general obligation bonds, revenue bonds, lease transactions and financial advisory assistance. We share with you our technical knowledge about municipal bonds issuance, advice on investment ratings and bond insurance and options for alternative structures to reduce costs.  

 

If requested, we present our financing plan as a joint proposal with the community bank. We lead your financing team from inception to closing of the transaction. First Bankers’ Banc Securities, Inc. is a resource with many ways to help you with tax exempt financing in your community. Call on FBBS for solutions to the financing needs of your city, county or school district. 

 

Individual Retirement Planning 

 

Our client base is heavily weighted to the business of helping people plan for their retirement. Most people are investing with one eye on the time when they will retire. Our staff can assist you with any of the following: 

 

 Handling lump-sum rollovers and direct distributions 

 

 Establishing Individual Retirement Accounts 

 

 Consolidating IRAs 

 

 Reviewing all of your investments to help improve your portfolio structure 

 

As you face the prospect of retirement—and the many decisions that it entails—it can be reassuring to have a professional watching over your investments. We encourage you to call us and set up a face-to-face meeting with one of our investment professionals. 

 

We help people in all stages of life and of all portfolio sizes. Call us now so that we can help you make your retirement the best time of your life. 

 

Investment Products 

 

More and more Americans are investing these days, with investment objectives such as retirement, college funding and wealth creation. This increased interest in investing has spurred the massive growth of packaged products such as mutual funds and variable annuities—and has left many investors overwhelmed. 

 

First Bankers’ Banc Securities, Inc. can help you sort through these choices. Instead of chasing this year’s “hot money,” we prefer to talk to each client and choose the best investment products to suit our client’s goals and comfort level. And unlike many firms that believe certain investment concepts have a place in everyone’s portfolio, we work to help you design an investment strategy that employs investment products that work for your particular situation. 

 

Our investment approach is sound. We are an independent brokerage firm committed to the “old-fashioned” principles of quality and long-term excellence.