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 and supports your daily investment transactions.
FRC also offers to independently shop up to three brokerage firms for best product and price.
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.
FRC can provide our clients with an independent stress-test for each complex security at the time of purchase.