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Buyer's Guide

Asset/Liability Management (ALM)

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Platinum Suppliers

Brick & Associates, Inc. C. Myers Corporation CU Capital Market Solutions, LLC Fiserv Stifel Nicolaus & Company, Inc. The Baker Group, LP

Advanced Lease Systems, Inc.

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)

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ALM First Financial Advisors

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

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Balance Sheet Solutions, LLC

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

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Banes Capital Group

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

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BFB Gallagher

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

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Brick & Associates, Inc.

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.

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C. Myers Corporation

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.

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CBA Capital Partners Ltd.

95 Mortimer Street, Suite 26 | London

Phone: 2071933452

Service Areas: Asset/Liability Management (ALM), Consulting, Mergers

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CU Capital Market Solutions, LLC

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.

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Darling Consulting Group, Inc.

42 R Merrimac Street Suite 301 | Newburyport, MA 01950

Kelly Coletti
Marketing Coordinator

http://www.darlingconsulting.com

Service Areas: Asset/Liability Management (ALM)

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Federal Home Loan Bank of Des Moines

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)

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FIMAC Solutions, LLC

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

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FinSer Corporation

Debbie McCown
Senior Vice President
210-224-5492

https://www.finser.com/

Service Areas: Asset/Liability Management (ALM), Investment Accounting

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Fiserv

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)

Fiserv is driving innovation in Payments, Processing Services, Risk & Compliance, Customer & Channel Management and Insights & Optimization. A global leader in financial services technology, Fiserv is a FORTUNE 500 company and one of FORTUNE magazine’s World’s Most Admired Companies.
 
Our solutions help more than 12,000 banks, credit unions and thrifts, billers, mortgage lenders and leasing companies, brokerage and investment firms, and other business clients deliver financial services at the speed of life. Fiserv solutions enable our clients to create financial experiences that enhance the way people live and work today. Visit fiserv.com to learn more.

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Heber Fuger Wendin, Investment Advisors

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

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HireSafe Employment Background Screening

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

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Mark H. Smith, Inc.

Cynthia Walker
CEO
800-268-7795

Phone: 8019638464 | Fax: 8019638470
http://www.markhsmith.com/

Service Areas: Asset/Liability Management (ALM), Consulting, Strategic Planning

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Market Rates Insight, Inc.

275 Greenfield Avenue | San Anselmo, CA 94960

Cory West
National Sales Director

http://www.marketratesinsight.com

Service Areas: Asset/Liability Management (ALM)

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McGuire Performance Solutions, Inc.

25250 North 92nd Street | Scottsdale, AZ 85255

Jeff Wildenthaler
SVP, Sales & Marketing

Phone: 480-556-6771 | Fax: 480-556-6772
http://www.mpsaz.com

Service Areas: Asset/Liability Management (ALM)

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Meridian Economics LLC

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

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Mortgage Industry Advisory Corp.

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

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Nagel CPAs, LLC

2240 Grande Blvd. SE, Suite 103 | Rio Rancho, NM 87124

Phone: 505-898-2558
http://www.nagelcpa.us/

Service Areas: Asset/Liability Management (ALM), Audit/CPA

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Objective Advisors

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

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Saltmarsh, Cleaveland & Gund

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

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Solver, Inc.

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

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SS&C Technologies Inc.

80 Lamberton Road | Windsor, CT 06095

Colleen Nelsen
SVP & GM

Fax: 8602984987
http://www.ssctech.com

Service Areas: Asset/Liability Management (ALM)

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Stifel Nicolaus

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

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Stifel Nicolaus & Company, Inc.

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/

Service Areas: Loan Participations, Asset/Liability Management (ALM), Institutional Investments

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. 

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The Baker Group, LP

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.

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Tuff Risk Management, Inc.

2814-14th Street SW | Calgary, AB T2T 3V4

Ron Ryan
President

Phone: 1-888-744-7475
http://www.tuffrisk.com

Service Areas: Asset/Liability Management (ALM)

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Wilary Winn LLC

55 East 5th Street | Saint Paul, MN 55101

Phone: 651-224-1200
http://www.wilwinn.com

Service Areas: Asset/Liability Management (ALM), Consulting, Mergers

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