A Firm Understanding:  Financial Services Group

Duncan-Williams, Inc. offers a service product for banks, thrifts, credit unions, money managers, pension funds and insurance companies that consists of institutional financial analyses provided through the Financial Services Group (“FSG”).  The product services are offered to clients in terms of a package of analytical tools.  The package consists of the following analytical reports and services produced on a monthly and quarterly basis (excluding mortgage loan analyses):

• Balance Sheet Management and Analyses (ALM)
• Portfolio Analyses  
• Investment Strategy Advisement 
• Peer Analyses 
• Regulatory Review and Advisory Services
• Month-End Values
• FASB 115 Market Value Accounting Analyses 
• Investment Security Procurement 
• Mortgage Loan Analyses 
• Mergers & acquisitions