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| Additional information |
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| Shay Financial Services, Inc. |
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Overview:
Shay Financial Services, Inc., a registered broker/dealer and FINRA member, has been helping financial institutions build more profitable balance sheets since 1981. From securities transactions to asset/liability modeling and from institutional mutual funds to alternative funding strategies, Shay provides financial institutions with an experienced and cost-effective resources for meeting their goals. To accomplish this, Shay and its affiliates provide a broad range of products and services to address the various balance sheet needs of financial institutions, including:
Liability Solutions - including alternative funding sources, help fund the gap between loan and deposit growth.
Capital Solutions - excess capital is utilized in programs that supplement retail growth through the purchase of wholesale assets funded by wholesale liabilities.
Portfolio Strategies Group - provides balance sheet strategies, including in-depth analysis and reporting, policies, plans and monitoring, as an integrated component of our mission: helping financial institutions build more profitable balance sheets.
Fixed Income Sales and Trading - objective securities analysis, underwriting, trading, reporting and custodial services to align your investment portfolio with your business objectives.
Spread Manager - Shay's proprietary investment tool, empowers financial managers to evaluate bonds and analyze alternatives in terms of spread.
SBA Guaranteed Loan Pool Securities/Interest Certificates - objective analysis and trading of modified mortgage pass-thru pool securities that are assembled with the guaranteed portions of SBA 7 (a) loans. |
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History:
1981 - Rodger D. Shay and James Bolton, both former Merrill Lynch executives, form Bolton Shay & Co., Inc. Mr. Shay was Chairman of the Board of Merrill Lynch Government Securities, Inc. He served as the first President of the GNMA Dealers Association and was also a member of the United States Treasury Advisory Committee for four different Presidential cabinets.
Bolton Shay & Co., Inc. purchases First Financial Trust Company, A Texas -chartered trust Company initially organized in 1943. Bolton Shay & Co., Inc. organizes Bolton Shay Assets Management, Inc. and launches the Primary Liquidity Fund, a fixed-income mutual fund designed to meet the investment needs of financial institutions.
1985 - Bolton Shay & Co., Inc. is sold to the U.S. League of Savings Institutions, a national trade association for financial institutions, and renamed U.S. League Investment Services, Inc.
1990 - Partnership is formed between U.S. League of Savings Institutions and the newly created Shay Investment Services, Inc. The name is changed to Shay Investment Services, Inc.
1996 - Through its subsidiary, Shay Financial Services, Inc., Shay Investments Services, Inc. purchases the assets of CIC Capital, Inc., a dealer in certificates of deposits.
1997 - Shay Investment Services, Inc. becomes wholly owned by certain employees after purchasing the partnership interest of America's Community Bankers (formerly U. S. League of Savings Institutions).
2001 - Shay Insurances Services, LLC, a wholly-owned subsidiary of Shay Investment Services, Inc., is organized to provide lender protection insurance products to mortgage originators.
2003 - Shay Investment Services, Inc. purchases Iberville Building & Loan Association, an OTS regulated financial depository institution chartered in 1915, further enhancing the capabilities of the Certificate of Deposit trading desk operated through Shay Financial Services, Inc.
2006 - Shay Financial Services, Inc. and Banes Capital Management, LLC., a specialist in SBA Guaranteed Loan Pool Securities and SBA Guaranteed Interest Certificates, enter into a working relationship to provide Shay customers with comprehensive advice in any transaction relating to Government Guaranteed loan and pooling investments.
2008 - Shay Financial Services, Inc. opens Charlotte, NC office, a branch to the trading division in Summit, NJ, specializing in Structured Products, including CDO's, ABS, MBS subs and CMBS. |
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| Member:
FINRA/SIPC |
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| Toll Free:
+1 800 327 6190 |
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