3 Reasons to Partner With an Advisor on Your Investment Portfolio

August 10, 2018 Bob Newman
3 Reasons to Partner With an Advisor on Your Investment Portfolio
August 10, 2018

As rising short-term interest rates flatten the yield curve, the resulting squeeze in bank margins is leading executives to look in every nook and cranny seeking cost savings. But as bank management teams tenaciously put some vendor relationships under a microscope, why do the bond portfolio and investment management processes typically escape scrutiny?

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Choosing a partner for your financial institution’s investment advisory starts with one key factor: a foundation of trust. As an independent advisor to over 150 community and regional banks, and with $3.5 billion in assets under management, Chatham Financial and Chatham Investment Advisors have established long-term, trusted relationships with its partners throughout the industry. Members of the Chatham team have sat in CFO and treasury roles at community FIs, and know what it takes to manage a successful investment portfolio.

Get in touch with a Chatham Investment Advisors professional today.


Chatham Hedging Advisors, LLC (CHA) is a subsidiary of Chatham Financial Corp. and provides hedge advisory, accounting and execution services related to swap transactions in the United States. CHA is registered with the Commodity Futures Trading Commission (CFTC) as a commodity trading advisor and is a member of the National Futures Association (NFA); however, neither the CFTC nor the NFA have passed upon the merits of participating in any advisory services offered by CHA. For further information, please visit http://www.chathamfinancial.com/legal-notices/.
Transactions in over-the-counter derivatives (or “swaps”) have significant risks, including, but not limited to, substantial risk of loss. You should consult your own business, legal, tax and accounting advisers with respect to proposed swap transaction and you should refrain from entering into any swap transaction unless you have fully understood the terms and risks of the transaction, including the extent of your potential risk of loss. This material has been prepared by a sales or trading employee or agent of Chatham Hedging Advisors and could be deemed a solicitation for entering into a derivatives transaction. This material is not a research report prepared by Chatham Hedging Advisors. If you are not an experienced user of the derivatives markets, capable of making independent trading decisions, then you should not rely solely on this communication in making trading decisions.


About the Author

Bob Newman

Bob Newman is Managing Director for Chatham’s Financial Institutions business which specializes in interest rate risk management, hedge accounting and investment advisory for banks. Prior to joining Chatham in 2003, Bob spent 20 years in commercial banking, helping to start the derivatives operation at Maryland National Bank and expand the derivatives effort at SunTrust. He graduated from the College of William and Mary with a BA in Economics and has earned the Chartered Financial Analyst (CFA) designation.

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