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Routine Balance Sheet Consultation Helps Maximize ROI

Your credit union is one-of-a-kind. It has its own distinctive membership. It has its own unique challenges, needs, and goals. Since your credit union is like no other, your credit union’s balance sheet should be like no other. It should be constructed with components that are specific to, and only appropriate for, your credit union. QuantyPhi Financial Strategists can help you solve balance sheet challenges unique to your credit union. We help you maximize earnings potential, set risk parameters, and map out both short-term and long-term strategies that keep your credit union at peak performance. We can help with regulatory issues and provide consultation regarding asset liability management (ALM) best practices, and we can show you how to build benchmarks that get you to your goals.

Balance sheet optimization by highly-trained strategists helps deliver:

  • More months of strong earnings
  • More months of outstanding return on investment (ROI)
  • More A+ year-end performances

How will QuantyPhi help your credit union?

Credit unions occasionally require fresh perspectives in the areas of balance sheet management, capital building projects, asset liability committee education, and/or staff training. A thorough understanding of the complex implications of various balance sheet strategies, and their impacts on the organization, helps credit union leaders develop targeted goals with measurable results. 

QuantyPhi can review all aspects of your credit union’s current position including loan assets, liability structure, and risk exposure. Following a review, QuantyPhi can make recommendations to address issues of concern, take advantage of income opportunities, and limit risk if necessary. Our team can run “what-if” scenarios, help you plan for unpredictable market fluctuations, and show you how to find opportunities on both sides of your balance sheet.

Help your credit union make more educated, more insightful, and more profitable strategic decisions using QuantyPhi. Our consultants are balance sheet optimization experts. We know credit union ALM inside and out. We can show you how to maximize ROI, while expertly managing risk and liquidity. Who you partner with for financial services MATTERS. Call QuantyPhi today at (414) 433-0176.

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*Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. QuantyPhi, LLC. is independent of CFGS.

**Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. QuantyPhi, LLC. is independent of CFGS. Check the background of your financial professional on FINRA’s BrokerCheck.

***For a copy of CFGS’s Form CRS please visit: ConcourseFinancial.com.