Atlantic Capital Strategies, Inc. considers the asset/liability position of its clients when developing strategies and making specific investment recommendations. As a general rule, we recommend strategies that lessen the client’s exposure to balance sheet risk.
· Competitive bids and offers
· Dealer selection and due diligence review
· Pre-purchase analysis
· Policy development and review
· Stress testing and post-purchase review
· Individual securities and portfolios
· Market pricing
· Month-end and quarterly reporting
· FASB review and updates
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