Municipal Bond Portfolio Analysis

Your Bank’s Municipal Bond Portfolio – Professionally Managed.

We Don’t Replace Your In-House Investment Staff – We Empower Them

Dodd-Frank and other complicated regulations create many additional burdens on bank officers and staff, requiring independent analysis and annual compliance efforts.

Our experienced team focuses entirely on municipal investment and compliance, serving as a specialized extension of your in-house staff.

We free your key officers to focus on investment areas that better leverage their individual experience and expertise.

We work with your team to help choose the best municipal investment to meet your bank’s short and long-term investment goals.

Our reporting – pre-investment, annual and on-going – provides your officers sound advice, legal compliance and peace of mind.

Go In Depth – Portfolio Management

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In-Depth: Bank Compliance Services

MBPA Principals on Bank Compliance

Pursuant to Dodd-Frank, effective January 1, 2013, banks are no longer able to rely solely on the credit ratings of Nationally Recognized Statistical Rating Organizations (“NRSROs”), such as Moody's Investor Service, Standard & Poor's Rating Services and Fitch Ratings for determining whether their portfolio of municipal securities is of an investment grade quality.

Each bank is required to analyze each investment as to its creditworthiness prior to purchase and then annually thereafter.

MBPA is able to perform these legally required analytical services at a very attractive and competitive price. We analyze each credit's investment grade pursuant to the rules and guidelines established by the Office of the Comptroller of the Currency ("OCC") and the Federal Deposit Insurance Corporation ("FDIC") and provide, annually, a written report for each municipal investment held by the bank.

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