SMI services include Asset and Liability Pricing and Structure Strategies, Asset Restructuring Strategies (Investments/Loans), Interest Rate Risk Management/Measurement (Dynamic and Computer Downloads), Investment Management, Policies, and Education/Training Seminars.

Policies

SMI provides extensive expertise in structuring investment, funds management, Regulation F, and asset contingency policies. The resultant policies are the product of numerous OCC, FDIC, Federal Reserve, and State examinations over many years.

Testing

FFIEC stress tests and other required market tests for securities are provided to the client on a timely basis.

Transaction Support

Current credit reports/analyses, historical prepayments and all other required transaction justification documentation are prepared for each transaction.

Examination Support

SMI representatives will meet directly with regulators and/or help prepare written and verbal responses to examination questions and requests.