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Unbiased Advice Focused on Your Unique Requirements An Asset Manager's Perspective
Disciplined investing demands objectivity. In contrast with many broker/dealers, Shay Financial Services, Inc. chooses not to own an extensive inventory of securities for resale. Rather, to preserve the unbiased perspective required of an asset manager, the firm maintaines counter-party trading relationships with more than 125 dealers nationwide. As a result, Shay professionals have access to a wide spectrum of available securities to help our clients identify and obtain the securities that best meet their investment needs. Bottom line: We focus on the securities that benfit you the most. Balance Sheet Based Investment Approach It is our conviction that a properly structured investment portfolio is one that reflects and compliments an institution's core business and strategic goals. We focus on understanding your institution's strategies, objectives, opportunities and risks to assist you in developing an investment portfolio that delivers optimal performance while reflecting the risks and opportunities of your institution's balance sheet. This concept is the foundation of each Shay/Client relationship. Bottom line: We focus on helping you align your investment portfolio with your business objectives. Shay provides a complete resource for helping you build your investment portfolio: Transaction Services
Fixed-Income Securities Sales & Trading
Cetificate of Deposit Sales, Trading and Underwriting
Anaysis and Reporting Services
Comprehensive Balance Sheet Financial Performance Analysis
Extensive Security Specific Analysis, including asset funding and total rate of return analysis
Investment Portfolio Analysis, including Asset Allocation and Attribution Analysis
Asset/Liability Reporting and Analysis
Credit and Structural Analysis within Structured Products, including ABS, CMBS, MBS subs and CDOs
Leveraged Growth Plans and Monitoring Reports
Daily Market Updates
Portfolio Support Services
Securities Safekeeping and Custodial Services
Investment Accounting and Market Value Pricing |
