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Please NoteWilary Winn LLC and Wilary Winn Risk Management have moved to our new location in the Alliance Bank Center:

Wilary Winn LLC
55 East 5th Street
Suite 1020
Alliance Bank Center
St. Paul, MN 55101

Our phone and fax numbers have not changed.

About Us

Wilary Winn Risk Management is one of the leading providers of Level 3 fair values in the country. We value:

  • 600 non-Agency MBS per quarter using our loan collateral performance inputs and Intex valuation software
  • 80 pooled trust preferred collateralized debt obligations per quarter using our financial institution performance inputs and Intex
  • 100 residential mortgage loan servicing portfolios per year using our proprietary valuation model

We seek to maximize the amount of Level 2 inputs in our valuations. Our data sources include, but are not limited to:

  • A.M. Best
  • Bloomberg
  • FDIC
  • Federal Housing Finance Agency
  • Federal Reserve Banks
  • Fitch
  • Morningstar
  • Intex
  • Mortgage Bankers Association
  • NCUA
  • Securities Industry & Financial Markets Association
  • SNL Financial
  • Standard & Poors

In the most recent year, we assisted our credit union clients with more than 20 merger valuation engagements.

Our clients tell us that they appreciate that we:

  • Thoroughly understand the accounting and regulatory requirements related to the services we offer
  • Provide reports that detail our methodologies and assumptions in a straightforward way and that reach a valuation conclusion
Testimonials

"Wilary Winn LLC was initially introduced to us through our audit firm, who recommended the consulting firm to value our Interest Rate Lock-in Commitments (IRLCs), Forward Sales Commitments, and ..."
— Daniel Russo, Senior Vice President & Internal Controls Officer, Sandy Spring Bank, Olney, MD
(more testimonials)

Hot Issues

Credit Union Purchase Accounting White Paper (pdf 266 Kb) Credit Union Merger FAQs (pdf 82 Kb) TRUP White Paper (pdf 329 Kb) Other Than Temporary Impairment - Web Seminar (ppt 1.0 Mb) Fair Value Accounting under FAS 157 and 159 (ppt 478 Kb) Valuing and Accounting for Mortgage Banking Derivatives (doc 235 Kb) Credit Union Merger Accounting (ppt 834 Kb)

Downloads

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Contact Info

Wilary Winn LLC
55 East 5th Street
Suite 1020
Alliance Bank Center
St. Paul, MN 55101
(651) 224-1200

© 2004 Wilary Winn LLC, All rights reserved.