WASHINGTON — NAFCU Services Corp. has added Investment Advisory Services from CUNA Mutual Group to the suite of solutions offered as part of the association's Preferred Partner program.
Delivered through its registered investment advisor affiliate, MEMBERS Capital Advisors, the solution provides advice and institutional trade execution from investment professionals for investment portfolio performance. Services include asset liability management, investment portfolio accounting and reporting and performance benchmarking.
"Practically every credit union can benefit from having a truly independent and objective advisor assist them in the process of allocating assets among competing investment alternatives," said David Frankil, president of NAFCU Services Corp.
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Bob Lindner, director of asset management for CUNA Mutual, said the new alliance is "a partnership focused on optimizing our clients' investment portfolios and helping them achieve their financial objectives."
MEMBERS Capital has more than $15 billion in assets under management.
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