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Investor Insights on the Current Banking Climate

The Current Banking Climate and the FDIC

Get insights from our Private Wealth Asset Management advisors as they break down the closure of Silicon Valley Bank, the capabilities of the FDIC and what investors should watch for in the current banking environment. 

You Will Learn:

  • What we’ve observed from the closures of Silicon Valley and First Republic Banks and where things currently stand.
  • What is and is not covered by FDIC insurance and how much capacity it has on hand. 
  • The capital ratio requirement by which banks are measured in order to ensure stability. 
  • How SVB and FRB measured up to the capital ratio requirement before its closure and where other major institutions currently rank. 
  • What you should keep an eye on in the current banking landscape. 

Event Hosts

Tyler Schlumpf, CFA

Private Wealth Asset Management
Partner/Senior Portfolio Manager

Zac Ritchey, CFP®

Private Wealth Asset Management
Partner/Managing Director

Brett Halley, CFA

Private Wealth Asset Management
Founding Partner

This presentation is offered for informational purposes only and should not be construed as an offer of personal investment advice. It does not account for your specific objectives, situation or needs, and no binding obligation to enter into any transaction with you is to be implied. Please note that PW or its Investment Adviser Representative(s) may trade for their own accounts and consequently, be invested on the opposite side of the market from your order(s) or have long or short positions in the securities referenced.

Investing involves risk, including loss of investment principal. Using a specific strategy or investment advice does not assure earning a profit or avoiding a loss.

PW and Fiducient Advisors are independent entities. There is no form of partnership or legal affiliation between PW and Fiducient Advisors nor is such a relationship created or implied by the information herein.


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