Finance & Investment Advisory


Allegiance Advisory Group is ideally positioned to help corporations meet financial and banking challenges by providing business and technology solutions that enable companies to achieve superior business results. Our expertise lies in developing innovative yet practical and cost effective solutions for our clients. Whether it’s helping you tell your financial story, demystifying a new accounting or regulatory rule, solving a complex derivative valuation issue, securitizing new products, or simply providing an intelligent set of helping hands to get a project done, AAG is focused on making financial management more efficient & effective.


CFO Advisory Services

Allegiance Advisory Group’s (AAG) CFO Advisory offerings focus on consulting services for the Office of the CFO and Corporate Comptroller. We specialize in those matters most important to the financial institution CFO or Comptroller; valuation, complex accounting and financial reporting matters, controls and strategy. Our consultants are well experienced in the following:

  • Accounting Policy Development and Implementation
  • Financial Technology Integration
  • Financial Close Process Improvements

  • Financial and Management Reporting
  • Financial Controls
  • Fractional and Temporary Finance Executive Services


Banking & Capital Markets

Our Banking & Capital Markets offerings and services are based on our experience and expertise in implementing solutions that include investment process and straight-through processing from loan acquisition through trade inception, and all the way to the financial statements. AAG consultants have in-depth experience in the following:

  • Loan Acquisition, Pooling, and Securitization
  • Mortgage Conduit Management
  • Fixed Income Portfolio Strategy and Analytics
  • Operations, Custody, Reconciliation and Settlement

  • Reporting and Investment Analytics
  • Credit Management and Policy
  • Asset and Liability Management (Hedging Strategies)