Balance Sheet Advisory

Meeting in conference room

Total Solutions

Investment Advisory Services

CU Capital Market Solutions provides balance sheet advisory to credit unions nationally. Our Total Solutions™ platform is a comprehensive service, which includes portfolio review, investment advisory, loan review, participation alternatives, IRR modeling and back-testing and strategic balance sheet advisory. Using the CU Capital Market Solutions consulting team is like adding a full staff of seasoned balance sheet strategists to your credit union at a fraction of the cost of maintaining those resources in-house.

Our Total Solutions™ service includes the following components:

  • An experienced, dedicated strategist who will provide comprehensive portfolio and risk management advisory
  • Investment, risk management and liquidity policy development with ongoing review
  • Investment portfolio strategy formulation within a total balance sheet context
  • Competitive trade execution at reduced markups
  • Monthly bond accounting and analytical reports that are fully compliant with applicable regulations and accounting standards, which are accessible online
  • Quarterly analysis of economic conditions with investment and balance sheet strategies, including stress-testing of potentially more risky securities
  • Comprehensive balance sheet risk modeling and analysis, including gap, income simulation and net economic valuation
    Semi-annual on-site performance reviews with your strategist
  • While a number of firms can offer monthly reporting and research, CMS is committed to offering total balance sheet expertise and understanding of your credit union’s goals.

For more information, please call CU Capital Market Solutions at 800-222-0978 or contact Robert Colvin.

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