The structure of your credit union’s investment portfolio is our top priority. Balance Sheet Solutions’ Investment Advisory program is powered by a team of CFA-designated financial professionals. A menu of services helps credit unions optimize their risk analytics, portfolio performance and balance sheet management practices.
Front-to-back services include policy reviews, share sensitivity analysis, benchmarking, interest rate risk, ALM modeling and reporting. A key feature of the service is a consultative approach to investing, with the full balance sheet in mind. The clients using this program represent a full range of asset sizes, staff resources and financial circumstances. Solutions can be customized to address any need, with no portfolio too large or too small.
*Balance Sheet Solutions, LLC is a Securities and Exchange Commission (SEC)-registered investment advisor.
© Balance Sheet Solutions, LLC. All securities are offered through CU Investment Solutions (ISI), LLC, member FINRA/SIPC. View Disclosure