Our objective is to provide Credit Union clients with a professional advice service. We are here to provide professional support and advice to the board of directors, the investment committee and CEO.
We support and advise the board and investment committee in the following:
Appraisal
Initial appraisal on investment portfolio including appraisal of asset classification exposure, liquidity, counterparty risk and maturity profile
Strategy
Strategic portfolio approach to investment planning
Advice
Investment advice on maturing investments
Consultancy
On going advice on interest rates, liquidity, and re-investment
Portfolio Reporting
Monthly/quarterly portfolio reporting
Before giving advice, we will firstly ensure we understand fully the requirements of our client and their approach to risk.
Secondly, we will at all times give due regard to credit union regulations as laid down by the Central Bank of Ireland.
Thirdly, we will offer appropriate advice. Sometimes the advice will recommend a product and we can arrange the investment with the provider. We will not sell you the investment product.
Finally, we continue the client support by maintaining an up to date understanding of our clients objectives as they change. We currently have Credit Union clients in Connacht, Munster and Leinster.
Would you like a call to find out how we can help your Credit Union?