TALLAHASSEE, Fla. — When the number of credit unions asking for extensive portfolio management began to increase over the past two years, Southeast Corporate Federal Credit Union started planting the seeds to
produce an entity that would meet their needs across a range of services.
After cultivation and putting in place "substantial" infrastructure, on Oct. 23, the $3.58 billion Southeast Corporate launched Accolade Investment Advisory, LLC, a new CUSO that will provide a range of services including portfolio management, asset liability management, bond accounting and investment reporting services. Accolade will serve as a fee-based, non-discretionary investment advisory service.
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