"UBB Securities not only provides you with an outstanding ALMEdge report, they will actually come right down to the bank and go through it with you. I just don't see that from anyone else in the marketplace. It's extremely helpful."
Greg Traxler

President, The First National Bank of Le Center,
Le Center, Minnesota

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ALMEdge advisors eagerly attend board reviews, participate in ALCO meetings, and deliver First for Your Success service by acting as strategic sounding boards for UBB Securities customers.

Our team features:

  • Jim Nowak, ALMEdge manager and top strategist. With 15 years of ALM experience, including balance sheet management for a $5-billion bank with 27 charters, Jim delivers the comprehensive, customized and insightful analysis community banks value. Read Jim's full bio...
  • Highly credentialed advisors who have managed bank balance sheets themselves and now do so for more than 200 United Bankers' Bank customers
  • Innovative and responsive in-house technical staff that are constantly refining our ALM tools and developing custom options for our customers
  • Our Annual ALM user seminar, which is attended by more than 100 bankers