Institutional Focus Target large-scale financial institutions and public sector clients (credit unions, banks, counties, municipalities, school districts) as primary buyers of fixed-income brokerage and underwriting services, emphasizing MBS’s long-standing experience since 1988 and veteran-owned credibility.

Underwriting Capabilities Leverage MBS’s status as an approved underwriter for Fannie Mae, Freddie Mac, Farmer Mac, and Federal Home Loan Banks to pursue primary and wholesale deposit opportunities, mortgage-related financing solutions, and public sector funding needs.

Digital Platform Highlight the in-house online investment platform and robust tech stack (OpenAPI, AWS, Blazor) to offer scalable trading and fixed-income execution for institutions seeking efficient, technology-enabled brokerage and custody services.

Strategic Partnerships Capitalize on established relationships (Virginia Association of Counties since 2015; senior consultant appointment for geopolitical and cybersecurity initiatives) to expand into public sector networks and cross-sell advisory and risk management services.

Growth and Credibility Position MBS as a growing, veteran-owned, mid-sized firm with substantial revenue and a diversified client base to differentiate from larger peers, targeting mid-market institutions seeking personalized service and stable, compliant fixed-income solutions.