FINANCIAL
ADVISORY SERVICE
Our flagship service, this total balance sheet management service includes enhanced risk management, creation of a quarterly investment strategy, policy review, unlimited securities trade execution, comprehensive balance sheet and investment portfolio performance reporting and more.
ASSET/LIABILITY MANAGEMENT ANALYSIS
This service provides comprehensive balance-sheet risk analysis. GAP, net interest income (NII) simulations and net economic value (NEV) analysis are summarized in an easy-to-understand report.
BALANCE SHEET & INVESTMENT PORTFOLIO RISK ASSESSMENT
One of our most-requested services, credit unions use this to validate their internal financial model assumptions and output for A/LM analysis. We provide an unbiased third-party in-depth review, analysis and summary of your credit union's balance sheet and investment portfolio.
HEDGING
Does your credit union have a sizable mortgage portfolio and you need to mitigate your interest rate risk? Then hedging may be an option to consider. We use swaps, options, swaptions and caps.
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