CRA Research +
Fixed Income Expertise

CRA-Eligible Investment Opportunities for Banks

Most firms focus on CRA analysis or the investment itself. We do both.

D.A. Davidson’s CRA Investments team helps banks identify securities that align with their Community Reinvestment Act (CRA) objectives and portfolio strategy. By focusing on your assessment areas, priority counties, and investment parameters, we search the market for potential CRA-eligible investments tailored to your institution’s needs. Our approach combines extensive market access, dedicated research and fixed-income expertise to help banks navigate the community reinvestment landscape.

Contact our team

A Targeted Approach to CRA Investing

Built Around Your Footprint

Every bank has unique CRA investment needs. Rather than offering a one-size-fits-all approach, we work directly with your institution to identify investment opportunities in the communities that matter most to you. From larger Metropolitan Statistical Areas (MSAs) to hard-to-source census tracts, our team continually evaluates mortgage-backed securities (MBS), municipal bonds, and other fixed-income opportunities to support your immediate and long-term CRA planning objectives.

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Expertise At Every Step

We review your needs and understand your CRA objectives.

We actively track and source relevant opportunities.

We investigate the underlying collateral for CRA suitability.

We provide execution and supporting documentation for your CRA file.

Our People

Let’s Talk CRA

Start with your CRA footprint and share your assessment areas. Our CRA Investments specialists will identify potential opportunities within your geographic footprint.
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Please consult your own advisors or regulators as you deem appropriate to verify CRA eligibility. D.A. Davidson makes no representations as to definitive CRA eligibility of any offered securities or investment options.

Contact Our CRA Investments Team

Learn more about how D.A. Davidson can help you meet your CRA objectives.

[email protected]