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Home > Financial Services > Stock Brokers > Shay Financial Services Inc.
Shay Financial Services Inc.
Shay Financial Services, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Shay was founded in 1981 by Rodger D. Shay and James Bolton, both former Merrill Lynch executives. The company was established specifically to meet the exceptional investment demands and regulatory requirements faced by financial institutions. Shay has been serving the needs of financial depository institutions since 1981, from securities transactions to asset/liability modeling and from institutional mutual funds to alternative funding strategies. At Shay Financial Services, Inc., they take pride in their history, their activities and their enduring client relationships.
Shay's core competency is the integration and application of balance sheet knowledge. They blend the disciplines of asset/liability management, finance, portfolio management, and securities analysis. In short, they are purveyors of capital markets knowledge to institutional investors. Their mission is to build more profitable balance sheets.
The Portfolio Strategies Group is the knowledge hub of the firm. Their task is to build more profitable balance sheets, and the Portfolio Strategies Group serves as the creative engine to drive ideas and recommendations to capitalize on wealth creation opportunities in the capital markets. The multidisciplinary interaction between the Securities Trading, Chief Balance Sheet Strategist, Loan Trading, the CD Desk and the Portfolio Strategies Group allows for a knowledge synergy spirited in the long-term ambition of building franchise value for your institution.
Their investment recommendations are not isolated to a single bond, but relatively pursue a CFO-thematic approach to assess the complementary contribution of each particular bond to your balance sheet's capital efficiency, asset allocation, interest rate risk and return on equity. Specifically, their asset allocation segregates assets by economic function rather than accounting classification and serves to identify areas of risks and opportunities that can be calibrated to enhance the balance sheet's risk/return profile.
To satisfy the mission of building a more profitable balance sheet, they first begin by transforming the structure of a balance sheet into balance sheet economics by applying an array of proprietary tools.
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