D.A. Davidson & Co.
Contact: Robert Pabst
Senior Vice President, Institutional Sales
600 East Crescent Ave Suite 105
Upper Saddle River, NJ 07458
D. A. Davidson which was established in 1935 in Great Falls, Montana currently has over 1,300 employees in 88 offices between 23 states. The capital markets group’s extensive capabilities include investment banking, institutional sales/trading, equity research, corporate services, brokered CD underwriting and advisory services.
D.A. Davidson’s depository strategy team uses state-of-the-art fixed income analytics, combined with industry leading portfolio management technology to help clients maximize shareholder returns, while minimizing credit, interest rate, and liquidity risks. Our depository strategy team’s philosophy is to combine technology, practical balance sheet management experience, and knowledge of risk management best practices to drive superior decision-making. The team frequently speaks with clients and regulators on the topics of: interest rate risk management, prudent sector allocation, and relative value across all sectors of the fixed income market. Our services include:
• Comprehensive balance sheet review
• Strategic recommendations based on the institution’s unique risks and circumstances
• Fixed income market commentary
• Regulatory updates