Portfolio Management

Bond Accounting

Asset / Liability Management

Reporting

• We KNOW credit unions! We are an independent investment adviser exclusively managing investment portfolios for credit unions.
• Accolade offers professional portfolio management expertise and tools at a fraction of the cost of hiring/buying internally utilizing more sophisticated investment products and processes without significant credit union investment. It is a fee based service, your costs are controlled. There are no commissions or “mark-ups”.
• It frees you to focus on running your credit union with the knowledge that your investments are well managed. Offers significant time and cost savings.

To Earn More, Pay Less

Pitfalls in MBS and CMO Analysis

LIBOR & How it Affects Members

Read Accolade Economic Analysis

ABC's of Analyzing SBA's