Tobias Timm Email & Phone Number

We have worked exclusively with Credit Unions since 1989 and have shared in the success of our clients as they have grown and prospered over that time. We continue to be honored by the trust our Credit Union clients have shown us and are exceedingly grateful for their business over the past 33 years. We work very hard at bringing value to our clients through a holistic balance sheet approach customizing portfolio strategies as market conditions change with the highest level of integrity and honor.By identifying certain investment opportunities and pre-positioning them within your portfolio, you may be able to position your portfolio for a higher probability of future investment income outperformance. Ultimately this discipline may result in reducing balance sheet risk to our clients while potentially increasing their Investment Income through intensive forensic analysis applied to the security selection process.•Serving credit unions of all sizes since 1989•Strategic Portfolio Analysis, Customized Recommendations, and Trade Execution•Over $5.0 billion in client portfolio assets•Bond Accounting Provided•Customized Educational SessionsI am licensed in all U.S. States/Territory.Links are being provided for information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

Listed skills include Investments, Financial Services, Credit Unions, Investment Strategies, and 7 others.