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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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