Investment Advisory

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.

Investment Advisory Services

Share Sensitivity Analysis

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

What We Do

Meet our Advisory Team

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