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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)
4450 Weaver Parkway, Ste. 150 | Warrenville, IL 60555
Mary Westberg Executive Director
Phone: 7205404621 http://www.balancesheetsolutions.org/
Service Areas: Financial Literacy, Asset/Liability Management (ALM), Institutional Investments
3800 Maple Ave., Ste. 600 | Dallas, TX 75219
Mike Ensweiler Director of Business Development
http://www.almfirst.com
Service Areas: Board Education, Employee Training, Asset/Liability Management (ALM), Consulting, Institutional Investments
6410 Poplar Avenue Suite 320 | Memphis, TN 38119
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 RoadSuite 105 | East Lansing, MI 48823-1900
Bridget C. Balesky Vice President (517) 332-7700
Phone: 8003328188 http://www.brickinc.com
Service Areas: Board Education, Asset/Liability Management (ALM), Consulting
B&A provides 550 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. Online training, 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 St. Ste. 275 | Phoenix, AZ 85044
Amanda Hohimer Vice President 602-840-0606
Phone: (800) 238-7475 http://www.cmyers.com
Service Areas: Asset/Liability Management (ALM), Consulting, Strategic Planning
C. myers helps financial institution decision-makers uncover opportunities and continuously optimize their business models. Their depth and range of experience in linking strategy, talent, desired financial performance, and successful execution enables them to work with their clients as strategic collaborators. They have the experience of working with over 600 financial institutions, including 200+ of those over $1 billion in assets. C. myers helps financial institutions think to differentiate and drive better decisions through Strategic Planning and Business Model Optimization, Strategic Solutions and Implementation, Strategic Leadership Development, Real-Time ALM and Financial Planning, Education, and Thought Leadership
95 Mortimer Street, Suite 26 | London, VA
Phone: 2071933452
Service Areas: Asset/Liability Management (ALM), Consulting, Mergers
8700 Orion Pl. | Columbus, OH 43240
Christine Mayes VP, Member Success Executive 614-825-9313
Phone: (614) 825-9356 | Fax: 6148259201 http://www.corporateone.coop
Service Areas: Check Processing, Asset/Liability Management (ALM), Corporate Credit Union
Corporate One Federal Credit Union has been leading the way in providing premier investment, funding, and payment solutions for America's credit unions for more than 70 years. In addition to helping member credit unions grow their bottom line and manage cash effectively, Corporate One is enabling access to the industry’s new payment rails and creating opportunities for credit unions to take advantage of real-time payments. Corporate One also continues to nurture and grow our wholly owned CUSOs: Accolade Asset/Liability Advisory Services (balance sheet management), Lucro Commercial Solutions (business lending), and Sherpa Technologies (digital solutions). Â
6120 Windward Pkwy. Ste. 200 | Alpharetta, GA 30005
Lewis Lester Chief Executive Officer 678-960-2900
Phone: (678) 960-2900 http://www.cucapitalmarketsolutions.com
Service Areas: Loan Participations, Asset/Liability Management (ALM), Consulting
CU Capital Market Solutions (CMS) is a Credit Union Service Organization (CUSO) that specializes in innovative capital market solutions, specifically, 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 St 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
106 S St Mary's St | San Antonio, TX 78205
Debbie McCown Senior Vice President 210-224-5492
https://www.finser.com/
Service Areas: Asset/Liability Management (ALM), Investment Accounting
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
2860 West 4700 South, Suite D | Salt Lake City, UT 84129
Cynthia Walker CEO 800-268-7795
Phone: 8019638464 | Fax: 8019638470 http://www.markhsmith.com/
P.O. Box 9107 | 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
521 Fifth Avenue, 9th Floor | 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
1021 Central Expressway South | Lenexa, KS 66214
Tracy Almquist Senior Marketing Manager 619-542-6951
Phone: 6195426951 | Fax: 8778277555 http://www.profitstars.com/
Service Areas: Bill Pay, Business Lending, Asset/Liability Management (ALM)
As a division of Jack Henry & Associates, ProfitStars® combines Jack Henry’s solid technology background with the latest breakthroughs in six performance-boosting solution groups; Financial Performance, Lending, Imaging, JHA Payment Solutions™, Information Security & Risk Management, and Jack Henry Digital™. Explore the power of ProfitStars-enhanced performance at www.profitstars.com.
900 N 12th Avenue | Pensacola, FL 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/
1601 N.W. Expy. 20th Fl. | Oklahoma City, OK 73118
Mark D. Baumann Associate Partner 800-937-2257
Phone: 8009372257 | Fax: 4054157392 https://www.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.
416 North Stanton #430 | El Paso, TX 79901
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
2460 Atrium Way | Nashville, TN 37214
Wade Stapleton VP, Marketing/Innovation 615-232-7984
Phone: (615) 232-7900 http://www.volcorp.org
Service Areas: Check Processing, Asset/Liability Management (ALM), Consulting
Volunteer Corporate Credit Union (VolCorp) is a not-for-profit financial cooperative that serves over 330 natural person credit unions nationally. Founded in 1981, VolCorp was created with the express purpose of providing low-cost financial services and competitive investment and lending rates to their members/owners. VolCorp exists solely for the benefit of their member credit unions.
55 East 5th Street | Saint Paul, MN 55101
Phone: 651-224-1200 http://www.wilwinn.com