Extensive experience advising Credit Unions.
High-touch support and training in addition to investment advice.
Flat fee based advisory model.
Advice on all suitable investments available to Credit Unions.
Understanding of requirements and investment landscape.
Access to in-house economic and investment research expertise.
We provide tailored advice on the structure of the Credit Union investment portfolio and the individual investments within it. Services include:
Head of Wealth Advisory
Senior Investment Consultant
Senior Wealth Executive
Credit Union Advisory Services Manager
Advisory Services Administrator