CREDIT UNION SERVICES
 
Investment Management

The management of your capital is a dynamic process. Balancing assets and liabilities creates challenges and opportunities.

Managing a prudent and viable portfolio is our business. We know how to deliver integrated strategies that can utilize a wide array of capabilities that encompass planning, investment management and sound asset liability management.

You can rely on our knowledge, experience and expertise to enable you to select appropriate asset allocation strategies. We can assist your credit union by using our best experience and the models we created of permissible investments to maximize your operations. Christopher Sullivan, Chief Investment Officer, oversees $1.3 billion of investments at United Nations Federal Credit Union in New York.

To learn more, please contact:
Willis Reed
Vice President
212-324-3905
wreed@unfcuadvisors.com
Steve Ryerson
President
212-324-3901
sryerson@unfcuadvisors.com

 

 

 

 

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