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SB Value

Top 20% MatrixTM Strategy

FREE to SB Value
Platform Partners

The proprietary SB Value Top 20% Matrix™ Strategy will save your institution money… and redefine the way you manage your portfolio.

How Was The SB Value Top 20% Matrix™ Developed?

We Analyze:

15+Years

Of Investment Data From Community Financial Institutions Across The U.S.

Over 12 Million

Data Points

36 Different

Securities Categories

51 Different

Wall Street Interest Rate Forecasts

What We Have Discovered:

  • Wall Street forecasts, predictions and results varied widely over the 15 year period.
  • Top Community Financial Institution Portfolio performance, however, clustered around definable allocation parameters
  • These parameters in top performing portfolios were simple, predictable… and reproduceable.

Armed with this knowledge, SB Value designed our Top 20% Portfolio Matrix to replicate

Top Performing Portfolio Performance in All Primary
Interest Rate and Loan Demand Scenarios…
YOURS FREE AS AN SB VALUE PARTNER