Managing Director
CurrentRegistered 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.
