Financial Strategies Group

Solutions tailored to a diverse client set

We utilize our intellectual capital to provide a holistic approach to balance sheet management, focused on building core franchise value, combined with value-added strategies. 

WHO WE ARE

25	10+
professionals across   the United States	average years of experience in   financial institutions, money managers   and public entities

We draw upon our expertise in macroeconomics, strategy, and fixed income securities, along with comprehensive modeling capabilities of assets, liabilities, and interest rate derivatives to provide in-depth portfolio analysis and advisory services, ideas, market research, and customized cash flow analysis.

The financial strategies group is also highly collaborative with the investment banking, capital markets and fixed income trading teams at Piper Sandler.

Meet Our Team

WHO WE SERVE

Banks Credit Unions Insurance Companies

Money Managers Corporate Investors and Issuers

COMPLEMENTARY TACTICAL EXPERTISE & ADVISORY CULTURE

Fixed income and derivatives: expertise in macroeconomics, strategic analytics, and hedging strategies.	Deep understanding of balance sheet management and risk mitigation strategies: Focus on earnings, interest rate risk, liquidity, and capital.

INDUSTRY EXPOSURE

• National platform provides deep insight into industry trends across fixed income, investment banking and capital markets.
• Dozens of industry conferences, regional banking associations, and forums each year.
• Countless authored distributions including publications in trade journals, multimedia news sources, and industry magazines.

CONNECT WITH US   How can we help?

*Swap introducing broker services are offered through Piper Sandler Hedging Services, LLC, registered with the Commodity Futures Trading Commission and a member of the National Futures Association.