Institutional Portfolio Asset Management Advisory Services
Oct 15th, 2007 by nafcuservices
Structuring an institutional portfolio to minimize risk and maximize return is a good thing. The problem, of course, lies in figuring out what an optimal allocation mix looks like, given a particular credit union’s asset base and risk profile, growth strategy, risk tolerance, and many other limits or constraints that all together make up an investment policy.
Today you’ll hear from Bob Lindner, who is a Director in the Asset Management area for CUNA Mutual’s MEMBERS Capital Advisors, who provide objective advice and institutional trade execution offered by seasoned investment professionals, and NAFCU Services’ newest Preferred Partner.
Contact: robert.lindner@cunamutual.com, (608) 231-8158, www.memberscapitaladvisors.com
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