Success Stories

First Savings Bank’s investment portfolio was virtually non-existent in 2004, and since then, Taylor Advisors has constructed the portfolio over time to its current attributes and superior performance.

The improved investment management process resulted in a portfolio that was constructed considering the asset/liability characteristics of the bank and an improved ranking versus the peer group, per FDIC data. Civista Bank has been a client for over 10 years.

The bank increased its allocation to the municipal bond sector maintaining excellent credit quality and achieving superior returns.

During our quarterly balance sheet management meetings we focused on helping the bank take advantage of growth opportunities in the market without compromising the risk positions such as capital, liquidity, interest rate risk, and regulatory examinations.

Taylor Advisors stepped in to help keep an eye on the risk positions, saving executive management time and resources that would be better served driving net income for the shareholders.

Taylor Advisors worked with the bank to develop a step-by-step process in order to comply with all requirements in the enforcement action within the short timeframe stipulated by the OCC.