Policy Review

Policy Reviews help credit unions assess asset liability management, liquidity, and investment policies.

Key benefits:

• Addresses NCUA requirements and provides guidance on how to be compliant
• Helps credit unions establish a clear directive in risk management
• Experienced, trusted guidance from ALM and investment advisors
• Personalized service, tailored to your needs
• Documentation and reasoning behind suggested policy changes and adaptations
• Advocacy on your behalf with examiners, if you so choose

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