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Portfolio Analysis

Portfolio analysis is a process in which your credit union’s investment portfolio is examined for performance value and potential. The information garnered from regular, comprehensive analysis is used to guide a future course. Routine analysis helps your credit union not only determine areas of concern before they become complicated problems, but it also helps you pinpoint areas of success so you can take timely advantage of opportunities.

Key benefits:

  • Deliver more A+ performances more often
  • Pinpoint areas of untapped earnings potential 
  • Avoid unnecessary risk exposure

Learn More Download the Brochure


*Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. AAdvisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Corporate Central Credit Union is independent of CFGS.

**Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Corporate Central Credit Union is independent of CFGS. Check the background of your financial professional on FINRA’s BrokerCheck.

***For a copy of CFGS’s Form CRS please visit: ConcourseFinancial.com.

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