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Institutional Investments

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Corporate America Credit Union Madison Investment Advisors Oppenheimer & Co. Stifel Nicolaus & Company, Inc. The Baker Group, LP Trust for Credit Unions Mutual Funds

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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Bank of The West

2527 Camino Ramon | San Ramon, CA 94583

Marsha Kawasaki
Vice President, Credit Union Division
213-972-0511

http://www.bankofthewest.com

Service Areas: Check 21, Check Processing, ATM Processing, Remote Deposit Capture (RDC), 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 Capital Management, Inc.

1400 Abbott Road, Suite 105 | East Lansing, MI 48823

Jeff Brick
President, CFA

Phone: 800-332-8188 | Fax: 517-332-0532
http://www.brickinc.com

Service Areas: Institutional Investments

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Corporate America Credit Union

4365 Crescent Road | Irondale, AL 35210

Lisa Coffey
Chief Innovation Officer

Phone: 2053134300 | Fax: 2053133260
https://www.corpam.org

Service Areas: Check 21, Corporate Credit Union, Institutional Investments

Corporate America Credit Union serves nearly 500 credit unions across the nation and seeks to add value to member credit unions by providing access to a comprehensive list of products and services including investments, liquidity solutions, and correspondent services such as ACH, item processing, and remote deposit capture. Our priority is serving the needs of our member-owners to help ensure their future success. For more information, call (800) 292-6242 or visit www.corpam.org.

 

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Credit Union Financial Network

16150 N. Arrowhead Fountain Center Drive, #289 | Peoria, AZ 85382

Mike Prior
President/CEO
800-405-8850

Phone: 6023757384 | Fax: 6028438377
http://www.cufn.org

Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning, Retail Investments, Institutional Investments

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Crews & Associates Inc

First Security Center 521 President Clifton Ave., Ste 800 | Little Rock, AR 72201

Morgan McKinney
Fixed Income Sales
(501)907-2000

Phone: 8007662000
http://www.crewsfs.com/

Service Areas: Institutional Investments, Performance Benchmarking, Strategic Planning

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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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Isaak Bond Investments Inc. Credit Union Services Division

600 17th Street, South Tower Suite 2610 | Denver, CO 80202

Timothy Thomas
Director Credit Union Services

Phone: 3036237500 | Fax: 3036238120
http://www.isaakbond.com

Service Areas: Institutional Investments

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LPC Services, Inc.

1393 Veterans Memorial Highway | Hauppauge, NY 11788

Ray Amereno
Director

Phone: 800-645-5424 | Fax: 631-979-0448

Service Areas: Institutional Investments

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Madison Investment Advisors

Bob Lindner
Vice President - Dir. CU Business Development
608-216-9196

Phone: 6082740300
http://www.madisonadv.com/

Service Areas: Employee Benefits & Compensation, Institutional Investments

Madison’s Credit Union Investment Management Services provide clients with the opportunity for enhanced portfolio yields and earnings through risk management and portfolio optimization. We offer investment advisory services, and provide investment solutions for total benefits pre-funding and charitable donation accounts. As a fiduciary, we deliver objective, fee-based advisory services (commission-free) that fit within clients’ balance sheet risk profiles.

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Members Trust Company

14025 Riveredge Drive, Suite 280 | Tampa, FL 33637

Sheldon Reynolds
Vice President Trust and Investments
888-727-9191

Phone: 8136005245 | Fax: 8139087053
http://www.memberstrust.com

Service Areas: Member Estate Planning, Retail Investments, Institutional Investments

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Meyer-Chatfield Group

Phone: 2158845273
http://www.meyerchatfield.com/

Service Areas: Executive Benefits & Compensation, Institutional Insurance, Institutional Investments

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Multi-Bank Securities, Inc.

24280 Woodward Ave | Pleasant Ridge, MI 48069

Darryl Maccagnone
National Sales Manager

Fax: 2482911101
https://mbssecurities.com/Home/default.aspx

Service Areas: Institutional Investments

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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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Oppenheimer & Co.

6102 Abbott Rd | East Lansing, MI 48823

Mark B. Wickard
Manging Director- Invesmtents
5173337760

Phone: 5173337762 | Fax: 5173337780
https://www.opco.com/

Service Areas: Board Education, Consulting, Institutional Investments

Credit Union Investment Strategy Group of Oppenheimer & Co. Inc. is an Institutional Fixed Income Consulting Group helping Credit Unions (CU's) throughout the country address the unique needs of their investment portfolios. At Oppenheimer, we understand that- which is why we developed services that are tailored specifically for CU's. Our Investment strategies & educational programs are ideal for any CU that wants to try and get more out of their investment portfolio and take their investment knowledge to the next level. Contact us to see what we can do for your CU.

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Primary Financial Company LLC

5131 Post Rd., Ste. 300, | Dublin, OH 43017

Chris Lewis
VP Director of Trading

Phone: 6148259392 | Fax: 6148259281
http://www.epfc.com

Service Areas: Institutional Investments

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RBC Dain Rauscher

25 Hanover Road | Florham Park, NJ 07932

Robert McCarthy
Senior Vice President

Phone: 800-322-3240 | Fax: 973-966-0309
https://www.rbcwm-usa.com/index.htm

Service Areas: Institutional Investments

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ReliaMax

2300 E 54th Street North | Sioux Falls, SD 57104

Tom Caulfield
Director of Sales
605-444-4845

Phone: 605-951-5169 | Fax: 605-271-1940
http://www.ReliaMax.com

Service Areas: Student Lending, Technology, Institutional Investments

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Shay Financial Services, Inc.

230 West Monroe StreetSuite 2810 | Chicago, IL 60606

John Grosser
Managing Director
800-442-9825

http://www.shay.com

Service Areas: Institutional Investments

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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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Support Insurance Systems Agency, Inc.

830 East Franklin St. | Dayton, OH 45459

Support Insurance Sales

Phone: 800-444-5465 | Fax: 937-434-9562
http://www.qualitycpi.com

Service Areas: Collections, Member Insurance, Institutional Investments

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Talbot Financial Services, Inc.

1601 28th Street, Suite 300 | Boulder, CO 80301

Norm Howard
Execuitve Vice President

Service Areas: Institutional Investments

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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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TPG Software, Inc.

5858 Westheimer Ste 300 | Houston, TX 77057

Slavek Rotkiewicz
President

http://www.tpgsoftware.com

Service Areas: Institutional Investments

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Trust for Credit Unions Mutual Funds

1001 Connecticut Ave., NW | Washington, DC 20036

Jay Johnson
President of Trust for Credit Unions

http://www.trustcu.com

Service Areas: Loan Participations, Institutional Investments

Trust for Credit Unions (TCU) mutual fund options were created by and for credit unions. TCU has offered credit unions professional investment management, diversification, and liquidity for over 30 years.

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UniTrust Financial Services LLC.

4875 Eisenhower Ave  Ste 220 | Alexandria, VA 22304

Doug Payne
Chief Operating Officer

Phone: 8662873783 | Fax: 7038428726
www.unitrustfinancial.com

Service Areas: Institutional Investments

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