Policy Review
Policy Reviews help credit unions assess asset liability management, liquidity, and investment policies.
Key benefits:
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Addresses NCUA requirements and provides guidance on how to be compliant
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Helps credit unions establish a clear directive in risk management
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Experienced, trusted guidance from ALM and investment advisors
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Personalized service, tailored to your needs
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Documentation and reasoning behind suggested policy changes and adaptations
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Advocacy on your behalf with examiners, if you so choose
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