Providing Trusted Strategic Insight for Your Organization
With over 25 years of experience, Old Hall Green Wealth provides specialized strategies and solutions for banks, credit unions, trust companies, and other financial organizations. We offer strategic support that complements your internal capabilities and strengthens long-term performance.
Explore the challenges we hear most often.
Challenge: My community bank is facing higher operational costs and potential loss of deposits.
Solution: We’ll help you keep the “community” in your community bank by finding potential revenue sources or costs savings through our strategic business alliance. Our services include informal business valuation for your key clients, wealth and retirement management strategies, bond management, and more.
Challenge: I’m worried that the effect of higher interest rates on the price of securities in my bond portfolio has reduced my ability to lend.
Solution: At Old Hall Green Wealth, we can act as your dedicated bond manager that will work with your accountant and ALM team to build, source, and manage a more efficient bond portfolio.