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. Watch the video below to find out about our advice process and approach:

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?