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Buyer's Guide
Asset/Liability Management (ALM)
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7658 Avianca Drive | Redding, CA 96002
Dennis Szody Sales Manager
Phone: 530/378-6868 | Fax: 530/378-3433 http://www.advancedlease.com
Service Areas: Asset/Liability Management (ALM)
2911 Turtle Creek Blvd., Ste. 500 | Dallas, TX 75219
Mike Ensweiler Director of Business Development
Phone: 800-752-4628 | Fax: 214-987-1052 http://www.almfirst.com
Service Areas: Board Education, Employee Training, Asset/Liability Management (ALM), Consulting, Institutional Investments
4450 Weaver Parkway, Ste. 150 | Warrenville, IL 60555
Mary Westberg Executive Director
Phone: 800-782-2431 | Fax: 630-276-2697 http://www.balancesheetsolutions.org/
Service Areas: Financial Literacy, Asset/Liability Management (ALM), Institutional Investments
Larry Bolton Managing Director - Whole Loan Trading 901-261-5928
Phone: 9012615914 http://www.banescapital.com
Service Areas: Loan Participations, Asset/Liability Management (ALM), Institutional Investments
4600 Park Road, Suite 200 | Charlotte, NC 28209
Liz Santos VP of Marketing and Business Development
Phone: 7043322265 | Fax: 7049980001 http://www.BFBbenefit.com
Service Areas: Executive Benefits & Compensation, Executive Recruitment, Asset/Liability Management (ALM), Institutional Insurance, Institutional Investments
1400 Abbott Road Suite 105 | East Lansing, MI 48823
Bridget C. Balesky Vice President (517) 332-7700
Phone: 8003328188 http://www.brickinc.com
Service Areas: Board Education, Asset/Liability Management (ALM), Strategic Planning
B&A provides over 600 Credit Unions with ALM and Budgeting solutions and Consulting. Second Opinion ALM Analyses are performed as well. ALM analyses include instrument-level modeling of imported loans, shares and certs. Investment imports with many bond accounting providers. ALM Outsourcing Reports or the in-house CU/ALM-ware System include the NCUA’s NEV Supervisory Test, 5-year Income Simulation, NEV, Non-Maturity Share Valuation, Contingency Funding Stress Tests, What-Ifs, Historical Key Ratios. CU/BUDGET-ware can produce Strategic Plans out to 5 years. Annual Strategic Conferences, Board/ALCO Education, Papers, backtesting for validations, consulting, Model Policies: ALM, Investments, Liquidity, Concentration Risk and Contingency Funding Plan. Investment Advisory Services by Brick Capital Management.
8222 S. 48th Street Suite 275 | Phoenix, AZ 85044
Amanda Hohimer Vice President 602-840-0606
Phone: 8002387475 http://www.cmyers.com
Service Areas: Asset/Liability Management (ALM), Consulting, Strategic Planning
C. myers has partnered with credit unions since 1991. Their philosophy is based on helping clients ask the right, and often tough, questions in order to create a solid foundation that links strategy and desired financial performance. They have the experience of working with over 550 credit unions, including 50% of those over $1 billion in assets and about 25% over $100 million. C. myers helps credit unions think to differentiate and drive better decisions through facilitating more than 150 strategic planning, strategic leadership development, process improvement, and project management sessions each year, and providing A/LM, liquidity, and other financial analyses.
95 Mortimer Street, Suite 26 | London
Phone: 2071933452
Service Areas: Asset/Liability Management (ALM), Consulting, Mergers
7200 West 132nd St. Ste 240 | Overland Park, KS 66213
Lewis Lester Chief Executive Officer 678-960-2900
Phone: 8002220978 | Fax: 9134022636 http://cucapitalmarketsolutions.com
Service Areas: Loan Participations, Asset/Liability Management (ALM), Consulting
CU Capital Market Solutions (CMS) is a Credit Union Service Organization (CUSO) and Registered Investment Advisor (RIA) that specializes in innovative capital market solutions, earnings and balance sheet optimization and, specialized assets and loan programs that are designed to enhance Credit Unions ability to maximize earnings, grow assets and expand net interest margin. CMS provides Secondary Capital, term funding and overnight funding to qualified Low-Income Designated Credit Unions (LICU’s). CMS also provides unique, approved, alternative asset products, USDA and SBA loan participations and programs to all qualified Credit Unions. The CMS “Total Solution” has a proven track record of delivering the results that Credit Unions need to excel.
42 R Merrimac Street Suite 301 | Newburyport, MA 01950
Kelly Coletti Marketing Coordinator
http://www.darlingconsulting.com
801 Walnut Street Suite 200 | Des Moines, IA 50309
Angela Richards Communications Manager 800-544-3452
Phone: 8005443452 | Fax: 5156991287 http://www.fhlbdm.com
Service Areas: Lending, Mortgages, Asset/Liability Management (ALM)
5299 DTC BLVD Suite 950 | Greenwood Village, CO 80111
Bob Davidson V.P. Marketing & Sales (887) 322-1880
http://www.fimacsolutions.com
Service Areas: Asset/Liability Management (ALM), Audit/CPA
Debbie McCown Senior Vice President 210-224-5492
https://www.finser.com/
Service Areas: Asset/Liability Management (ALM), Investment Accounting
255 Fiserv Drive | Brookfield, WI 53045
getsolutions@fiserv.com 407-971-8168
Phone: 2628795000 | Fax: 6102334015 http://www.fiserv.com
Service Areas: Credit Card Processing, Mobile Banking, Asset/Liability Management (ALM)
36700 Woodward Ave., Suite 201 | Bloomfield Hills, MI 48304
David Barnes Chairman, president & CEO 248-258-6866
Phone: 248-258-6866 | Fax: 248-258-9295 http://www.heberinvestments.com
Service Areas: Board Education, Asset/Liability Management (ALM), Institutional Investments, Investment Accounting
300 Orchard City Drive, Suite 130 | Campbell, CA 95008
Alfred Firato President & CEO 888-792-4473
Phone: 888-792-4473 http://www.hiresafe.com
Service Areas: Asset/Liability Management (ALM), Compliance, Consulting
Cynthia Walker CEO 800-268-7795
Phone: 8019638464 | Fax: 8019638470 http://www.markhsmith.com/
275 Greenfield Avenue | San Anselmo, CA 94960
Cory West National Sales Director
http://www.marketratesinsight.com
25250 North 92nd Street | Scottsdale, AZ 85255
Jeff Wildenthaler SVP, Sales & Marketing
Phone: 480-556-6771 | Fax: 480-556-6772 http://www.mpsaz.com
1940 Paris Ave | Plano, TX 75025
Brian Turner President, Chief Economist 972-740-9531
Phone: 972-740-9531 http://www.Meridian-ally.com
Service Areas: Asset/Liability Management (ALM), Enterprise Risk Management (ERM), Strategic Planning
80 Madien Lane Suite 1401 | New York, NY 10038
David McCraw Director 212-233-1250
Phone: 2122331250 | Fax: 2122332265 http://www.miacanalytics.com
Service Areas: Mortgages, Asset/Liability Management (ALM), Compliance
2240 Grande Blvd. SE, Suite 103 | Rio Rancho, NM 87124
Phone: 505-898-2558 http://www.nagelcpa.us/
1101 Capital of TX Highway, South, Building K, Suite 250 | Austin, TX 78746
Michelle Flynn President
Phone: 5123010001 | Fax: 5123010006 http://www.objective-advisors.com
Service Areas: Asset/Liability Management (ALM), Consulting, Institutional Investments
900 N 12th Avenue | Pensacola 32501
Bill Massey Shareholder 800-477-7458
http://www.saltmarshcpa.com
Service Areas: Asset/Liability Management (ALM), Audit/CPA, Compliance
10780 Santa Monica Blvd, Ste 370 | Los Angeles, CA 90025
Daniel Havey Financial Services Practice Director 919-628-6275
http://www.solverglobal.com
Service Areas: Asset/Liability Management (ALM), Performance Benchmarking, Strategic Planning
80 Lamberton Road | Windsor, CT 06095
Colleen Nelsen SVP & GM
Fax: 8602984987 http://www.ssctech.com
18000 West Sarah Lane Suite 180 | Brookfield, WI 53045
Thomas Lewis Senior Vice President-Investments 517-381-1204
Phone: 2627926161 http://stifel.com
Service Areas: Loan Participations, Asset/Liability Management (ALM), Institutional Investments, Investment Accounting
One Financial Plaza 501 North Broadway | Saint Louis, MO 63102
Andrew Okolski Managing Director, Financial Strategies Group 800-645-5424
Phone: 8006455424 | Fax: 6319790448 http://www.1empire.com/
First Empire Securities and its affiliate companies, LPC Services and Balance Sheet Management Services, are helping institutions manage balance sheet risk. In addition to fixed income investments offered through First Empire, the affiliates offer a range of services related to ALM, loan participations, examination support, policy development and investment accounting.
1601 N.W. Expressway, 20th Floor | Oklahoma City, OK 73118
Mark D. Baumann VP 405-415-7329
Phone: 8442130490 | Fax: 4054157392 http://gobaker.com
Service Areas: Board Education, Asset/Liability Management (ALM), Institutional Investments
The Baker Group is one of the nation’s largest independently owned securities firms specializing in investment portfolio and asset/liability management for credit unions. We have helped our clients maximize investment portfolio performance through total balance sheet management for 40 years. Our proven approach of total resource integration for credit unions utilizes software and products developed by Baker Software Solutions combined with the firm’s investment experience and advice.
Michael Graham President 915-598-8885
Service Areas: Member Financial Planning, Member Retirement Planning, Asset/Liability Management (ALM), Compliance, Institutional Investments
2814-14th Street SW | Calgary, AB T2T 3V4
Ron Ryan President
Phone: 1-888-744-7475 http://www.tuffrisk.com
55 East 5th Street | Saint Paul, MN 55101
Phone: 651-224-1200 http://www.wilwinn.com