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Solutions that grow with your institution

As your financial institution grows, new challenges emerge. Chatham can assist you with managing rate risk, growing loan portfolios, and enhancing earnings. We are the largest independent hedging advisory firm with decades of experience.

Chatham provides advisory and technology solutions to financial institutions throughout the United States. Many have grown with Chatham, leveraging our extensive capital markets experience, hedge accounting expertise, as well as legal and regulatory advice.

No matter your size or your team’s derivatives knowledge, Chatham's experts and technology offer solutions to help you achieve your growth goals.

  • Balance sheet strategies. Chatham works alongside your Treasury team to help develop and execute accounting-friendly hedging strategies to best meet your ALM objectives.

  • Borrower-facing swaps. Institutions partner with Chatham to launch and grow successful borrower-facing swap programs, helping to win long-term fixed-rate financings.

  • Fixed-rate loan hedging. Depositories meet customer demand for long-term fixed-rate debt by leveraging Chatham’s team to structure, execute, and account for fixed-rate loan hedges.

  • Hedge accounting. Chatham’s team of accountants assist clients with structuring optimal hedging relationships as well as appropriately valuing and presenting them in financial statements.

Your industry, inside and out

We work with over 200 financial institutions, and we know your industry inside and out. Whether we’re helping facilitate a borrower-facing swap program, offering strategic advice on balance sheet risk management, or helping you manage Dodd-Frank and other regulatory obligations—we’ve got the knowledge and the know-how to help you make the right next move.

With you, today and tomorrow

You want to protect your margin. Optimize your balance sheet. Grow your business. And you’re looking for a financial risk management partner who can keep up with your customer’s demands. We work with all types of institutions, from community banks and credit unions to larger regional banks. This wide range of experience means that we not only know how to meet your needs right now — but we will continue to support you as your organization evolves.

Flexing to fit your needs

At Chatham, we don’t offer one-size-fits-all answers. Instead, we implement integrated solutions, tailoring our focus on advisory and technology in order to meet the needs and goals of your financial institution now and into the future.

Ready to talk?

Contact Chatham today to get started.

About the author

  • Matthew Tevis

    Managing Partner, Board Member
    Global Head of Financial Institutions

    Kennett Square, PA

    Matthew Tevis is a Managing Partner and sits on Chatham’s board of directors as well as its Senior Leadership team. He leads the Financial Institutions team which serves over 200 regional and community financial institutions across the U.S.


Chatham Hedging Advisors, LLC (CHA) is a subsidiary of Chatham Financial Corp. and provides hedge advisory, accounting and execution services related to swap transactions in the United States. CHA is registered with the Commodity Futures Trading Commission (CFTC) as a commodity trading advisor and is a member of the National Futures Association (NFA); however, neither the CFTC nor the NFA have passed upon the merits of participating in any advisory services offered by CHA. For further information, please visit

Transactions in over-the-counter derivatives (or “swaps”) have significant risks, including, but not limited to, substantial risk of loss. You should consult your own business, legal, tax and accounting advisers with respect to proposed swap transaction and you should refrain from entering into any swap transaction unless you have fully understood the terms and risks of the transaction, including the extent of your potential risk of loss. This material has been prepared by a sales or trading employee or agent of Chatham Hedging Advisors and could be deemed a solicitation for entering into a derivatives transaction. This material is not a research report prepared by Chatham Hedging Advisors. If you are not an experienced user of the derivatives markets, capable of making independent trading decisions, then you should not rely solely on this communication in making trading decisions. All rights reserved.