Yes. Meeting your board or investment committee directly is part of how we work, so everyone involved in the decision understands the reasoning behind our recommendations.

We take a lending-first approach, structuring your investment strategy so your credit union can meet its lending ambitions first, while still securing a healthy return on the funds available to invest.

We work closely with your credit union to forecast future cash movements, so you can meet regulatory liquidity requirements while still achieving a healthy return on the funds you hold.

Our recommendations come with a clear audit trail, including the reasoning behind each one, so your board can demonstrate that every investment decision was carefully considered and appropriate for your credit union.

We provide structured portfolio reporting and documented recommendations that your board and committee can review, helping you demonstrate to your regulator and your members that oversight of your funds is robust.

Yes, we can advise on ESG considerations across your credit union’s investment portfolio.

We work on a flat, transparent fee model, with no hidden costs. Custody charges are included as part of the advisory service fee.

Yes. Advisory clients get access to our in-house economic and investment research, including The CU Markets Brief, our quarterly update on market and economic developments.