Depository Strategy

Let our experienced professionals guide your team to new opportunities.

D.A. Davidson’s depository strategy team uses state-of-the-art fixed income analytics, combined with industry leading portfolio management technology, to help clients maximize shareholder returns while minimizing credit, interest rate and liquidity risks. Our philosophy is to combine technology, practical balance sheet management experience and knowledge of risk management best practices to drive superior decision-making.

A trusted voice

We are frequently called upon to speak with clients and regulators on the topics of interest rate risk management, prudent sector allocation and relative value across all sectors of the fixed income market.

Review

Comprehensive balance sheet review

Recommend

Strategic recommendations based on the institution's unique risks and circumstances

Report

Fixed income market strategy & regulatory updates

A full range of products & services

competitively priced offerings | extensive access to the fixed income market

  • New Issues Fixed Income Offerings
  • U.S. Treasury Securities
  • Government Securities
  • Municipal Bonds
  • Corporate Bonds
  • Collateralized Mortgage Obligations (CMOs) and Mortgage-Backed Securities (MBS)
  • Short Term Instruments, such as commercial paper and agency discount notes
  • Insured Brokered Certificates of Deposit
  • Fixed Income Portfolio Analysis
  • Asset-Backed Securities (ABS)
  • Military Housing

Portfolio analytics that deliver

Our dedicated team has the knowledge to help you evaluate existing portfolios and assist you in new portfolio construction.

  • Define and enhance objectives
  • Optimization recommendations
  • Current economic and general market commentary
  • Integrate asset classes to mitigate volatility
  • Benchmark to appropriate indices
  • Create customized portfolios, including:
    Ladders | Barbells | Model Portfolios | Swaps

Get in touch with us

To learn more about D.A. Davidson Depository Strategy, please contact us.


 

 

Rob Bonds

VP, Head of Depository Strategy
(303) 764-6027
rbonds@dadco.com