Investment Advisory Services

Leverage enhanced analytical tools and top quality advice to assist with your portfolio returns, while meeting your credit union’s risk tolerance parameters and income needs. Balance Sheet Solutions’ Investment Advisory Services utilize the power of analytics to help refine your securities selections and sector allocations. The choice to execute recommended transactions is left to you.

Value to Your Credit Union

Utilize our team of investment professionals, all of which have earned the Chartered Financial Analyst (CFA) designation. The Senior Portfolio Managers bring an unbiased, disciplined process approach to your portfolio. These services complement your team’s efforts and provide an objective counterpoint.

Our methodology and advanced analytics are essential to the service. An important distinction is our ongoing partnership approach – staying in touch, discussing results and exploring new investment opportunities to enhance the investment portfolio and balance sheet. We are here to address your credit union’s unique needs, but first we are here to listen.

Two Great Product Options

Regardless of your portfolio size, we have an Investment Advisory service that is right for you. Choose between Advisor Pro or Advisor Assist.

Advisor Pro - The Advisor Pro Service offer industry-leading techniques in investment advisory practices and services. These services assist your credit union in optimizing its risk analytics, portfolio performance and balance sheet management with customized analyses. Click here to learn more. 

Advisor Assist - Specifically designed to assist credit unions with investment portfolios of less than $25 million manage through the difficult interest rate environment – our Advisor Assist product provides industry leading practice and service, helping you optimize risk analytics, portfolio performance and balance sheet management with customized analyses. Click here to learn more. 
 

Top Benefits

* Balance Sheet Solutions, LLC is a Securities and Exchange Commission (SEC)-registered investment advisor. 

What We Do

Meet our Advisory Team

Contact Us