Investment Advisory

QuantyPhi and Corporate Central, through our partnership with Concourse Financial Group Securities, Inc., offers credit unions an Investment Advisory service to help reach goals of balance sheet optimization. Credit unions that understand the goal of optimization, but struggle finding the time to complete the work necessary, find this to be a useful option to reach the desired goal. Our experts specialize in providing balance sheet and investment advice and are registered with the Securities and Exchange Commission (SEC).

Key benefits:

• Discover, plan, and execute investment strategies in varying interest rate environments
• Reach your balance sheet optimization goals
• Get time back to focus on other tasks and job duties

Learn More Download the Brochure

 

*Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory 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.