Past Performance, No Guarantee

August 20, 2018 Dave Sweeney
Past Performance, No Guarantee
August 17, 2018

A bank’s investment manager is constantly performing a juggling act, trying to strike the right balance between earnings, liquidity and interest rate risk—all while considering the impact on capital when making investment decisions. With so many moving parts, assessing the performance of the individuals responsible for managing the investment portfolio can be a difficult task.

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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.

To learn more about how Chatham Investment Advisors can help you, visit


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
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

Dave Sweeney

David J. Sweeney is Managing Director for Chatham Investment Advisors, an independent investment advisor. David spent fourteen years as a Principal at a big four accounting firm, and eight years in CFO and treasury positions at community banks, managing over $1 billion in investment securities, and over $1 billion in wholesale funding and asset/liability management process. He leads a team of advisory professionals with deep community bank experience.

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