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

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Fixed income and derivatives: expertise in macroeconomics, strategic analytics, and hedging strategies.

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Deep understanding of balance sheet management and risk mitigation strategies: Focus on earnings, interest rate risk, liquidity, and capital.

 

INDUSTRY EXPOSURE


  CONNECT WITH US
  How can we help?