Investment Services

Investment Portfolio Assessments: FRC offers one-time investment portfolio assessments. After all aspects of your investment portfolio and asset/liability positioning are reviewed, written recommendations are provided.

Advisory Services: This is an on-going advisory service. After reviewing your asset/liability positioning, FRC makes recommendations.

Investment Analytics: Embedded options have caused fixed income investing to become more complex. Today, the regulator expects each financial institution purchasing complex securities to understand the embedded risk in each. At the time of purchase, all complex securities should be stress-tested to determine market value volatility and average life expansion/contraction.