Trusted Insight, Effective Solutions

Premier Strategist

Strategic Finance

At the forefront of this quickly evolving economic and regulatory environment, always looking to the future.


Rates of return that exceed state-peer results while retaining lower adverse risk exposure.


Superior returns are achieved by utilizing managed growth between assets and net worth.

​​MERIDIAN ECONOMICS

Expert in national and local economic trends and member behavior patterns.



Expert in correlating market and member demographics into effective financial strategies.


Father of modern-day interest rate risk management protocol and methodology.

Trusted Insight

Effective Solutions

Unique insight that focuses on real-life pursuits and strategies that only our unique perspective provides.


Focuses on local issues and market challenges of your institution to achieve superior returns without additional risk.


Highly-rated financial models. Reports and analysis support Board and Management need.

   Economic Analysis

Exceed Your Expectations


Unparalleled Results

 

  REPORTS:       Weekly ReSOURCES

                         September 2021 Credit Union Rate Survey

                         Q2-2021 Peer Performance Assessment

                         Latest Economic and Market Rate Outlook​​


Follows strategic finance in a real world sense by focusing on institution's local trends to form one comprehensive strategy.


Aggregates economic, rate, demographics and local market behavioral trends to customize a specific financial strategy.


Proud that so many repeatedly turn to us for their financial future.