HilltopSecurities HilltopSecurities

Financial Institution Services

Depository institutions are often forced to choose – between firms that offer either scale or attentive service.

Here, you can have both.

Focused on
Your Success

Momentum Financial Institution Services provides a full suite of brokerage and investment advisory services for investment programs at community banks and credit unions.

Our mission is to be the most trusted partner for community depository institutions seeking a firm with the experience and capabilities to help address investment program challenges.

We work with you to set clear goals and bring your vision to life, providing the expertise, resources, and guidance to strengthen your investment services program and set the foundation for long-term success.

Powered by HilltopSecurities

As a division of Momentum Independent Network, we benefit from our strategic relationship with HilltopSecurities, one of America’s leading municipal investment banks.

HilltopSecurities provides solutions across four divisions: Public Finance, Wealth Management, Fixed Income and Structured Finance. These divisions deliver tailored solutions that support the evolving needs of community depository institutions.

We’re backed by a strong and diverse financial services enterprise – Hilltop Holdings (NYSE:HTH) – with a nationwide footprint and Texas roots tracing back to 1946.

The Power of Momentum

Our commitment: to provide institutions large and small with personalized solutions and unparalleled service. Elevate your investment services program on your terms.

If your investment services program is facing profitability challenges, our enhanced revenue share and reduced fees help improve net margins. Because our business model goes beyond wealth management, we can offer a pricing structure that fits the needs of community banks and credit unions.

HilltopSecurities’ self-clearing platform delivers end-to-end solutions—trade execution, clearing, custody, and reporting—empowering partners to offer private-label services, streamline operations, reduce risk, and enhance client value.

Use your data to uncover opportunities for client engagement. We can help you adopt AI tools— predictive analytics, content development, and automated campaigns—to deliver personalized marketing that feels human, drives referrals and accelerates growth.

Implementing an investment services program can deliver significant strategic value to your institution. Our turnkey solution provides a feasibility study with data-driven insights, giving you the structure and expertise to launch your program with confidence.

Fixed Income & Balance Sheet Solutions

The Fixed Income team of HilltopSecurities provides client access to a full range of investment products, including U.S. Treasuries, Agency Debentures, MBS, CRA, CMBS, CMOs, SBA, Taxable and Tax-Exempt Municipals, Corporate Debt and Commercial Paper.

Customized Consulting

We help generate regulatory required investment portfolio and asset/liability management policies. We deliver unique solutions for Board/ALCO reporting and strategy for your entire balance sheet.

Reporting & Analytics

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Portfolio Manager

A comprehensive system for portfolio/bond accounting, pricing, and analysis, Portfolio Manager gives you the flexibility of in-house processing with the support of a service bureau.

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Risk Manager

An in-house asset/liability model, Risk Manager measures balance sheet volatility against interest rate shocks and scenarios to help you manage your balance sheet to a defined threshold.

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Profit Manager

Powered by integrated budgeting, forecasting, branch, and board reporting capabilities, Profit Manager is your engine for financial management and analysis.

Liquidity Solutions

Our depository partners benefit from enhanced liquidity, reduced risk exposure, and the ability to reinvest capital into new lending opportunities.

Certificates of Deposit Underwriting
Certificates of Deposit Underwriting
As a self-clearing firm, HilltopSecurities handles the entire CD underwriting process ensuring prompt settlement via the Depository Trust Company (DTC), wires, and high-touch assistance.
Bank Insured
Deposit Program
Bank Insured
Deposit Program
With approximately $2 billion in sweep assets managed in conjunction with our partners Reich & Tang, the Bank Insured Deposit program provides our depository clients access to stable sweep deposits.
Community Reinvestment Act (CRA)
Community Reinvestment Act (CRA)
We offer a full array of new issue and secondary products to assist you in fulfilling your CRA needs through our managed HFA relationships, mortgage affiliate PrimeLending, and active participation in municipal, MBS, and SBA markets.

Ready to Grow?

To learn more about how we can holistically support your financial institution, contact us today. Our team is eager to learn about your goals.

    *Not FDIC Insured * No Bank or Federal Government Agency Guarantee
    * May Lose Value * Not A Deposit

    Momentum Independent Network Inc. (MIN), member FINRA/SIPC, is a registered Broker-Dealer and Registered Investment Advisor serving independent registered representatives and their clients across the United States. Hilltop Securities Inc. (HTS), member NYSE/FINRA/SIPC, is a municipal advisor firm, registered Broker-Dealer and Registered Investment Advisor through which Momentum Independent Network Inc. clears its securities business.

    MIN and HTS are wholly owned subsidiaries of Hilltop Holdings, Inc. (NYSE: HTH), and are located at 717 N. Harwood St., Suite 3400, Dallas, Texas 75201, (214) 859-1800, 833-4HILLTOP.