Registered Investment Adviser managing Fixed-Income portfolios for Credit Unions as well as 401(k) provider to Credit Unions and small-medium sized businesses.Credit Union Investment Portfolio ManagementWe do the heavy--lifting for Credit Union Investment Portfolio management. Active management, combined with decades of experience and fixed-income expertise. Our advisory service offers complete transparency, totally different from the brokered relationships most Credit Unions utilize. We maximize investment performance in any rate environment - rising or falling - while giving senior management and boards of directors all of the necessary information needed to satisfy Federal and State regulations. 401(k) Service ProvidersThe 401(k) marketplace is littered with big names, and they make a LOT of money. In most cases, they're making much more than they should be, and they hide it very, very well. The fine print, the asterisks; these are all used by many 401(k) service providers to keep their fees and expenses hidden. We dig deep into your 401(k) plan documents to help you see how much you're paying - as a plan sponsor or as a plan participant. Give us the opportunity to shed some light on your current plan and see how we can save you money. It's your money. It should be working for you.

UnityXchange provides a trading platform where loans can be bought and sold by Financial Institutions. We are committed to providing affordable, flexible and system driven solutions in the most efficient manner for Financial Institutions to share loan yield. As a certifying body, Unity Xchange will provide, support, and promote best practices in the distribution of Loans and products to induce quality and consistency. Unity Xchange is a collaboration of credit unions that buy and sell loan participations and professionals serving credit unions. The credit unions and professionals wanted to create an efficient and cost effective means to share loan yield from loans underwritten by high performing lenders. Credit union business loans will posted on the DebtX technology platform and both credit unions and banks can buy loan participation interests in the loans.

Directly responsible for top and bottom-line growth in the Mid-Atlantic region. Office of Supervisory Jurisdiction for 24 offices and 120+ advisors from NY to VA.