Accolade Advisory was founded in 2007 with the mission of strengthening credit unions by providing financial advice and tools. We offer reporting tools to provide insight, knowledgeable staff to facilitate asset and liability committee (ALCO) meetings, and dedicated investment advisers to provide portfolio management.
As a fiduciary, we act in the best interest of our clients with the highest degree of care and loyalty, putting their interests first.
Company Details
- Employees
- 8
- Founded
- 2007
- Address
- 8700 Orion Pl, Columbus,ohio 43240,united States
- Phone
- +1 614 816 2688
- nr****@****ory.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- accoladeadvisory.com
- Keywords
- ALM Advisory, Investment Advisory, Credit Unions, Portfolio Management, Reporting Solutions, CECL, Loan Risk Analytics, Interest Rate Risk.
- HQ
- Columbus, Ohio
Accolade Advisory Questions
Accolade Advisory's helpline number is +1 614 816 2688
Accolade Advisory's website is accoladeadvisory.com
Accolade Advisory's LinkedIn profile is https://www.linkedin.com/company/accolade-investment-advisory-llc
Accolade Advisory has
8 employees.
View email and phone details for 8
employees at Accolade Advisory.
Accolade Advisory's industry is
Investment Management
Accolade Advisory's top competitors are
Baxter Capital Management,
Ccul- Orange County Network,
Alm Outsourcing,
High Peaks Federal Credit Union,
Balance Sheet,
Corporate One Federal Credit Union,
Lamont Financial Services Corporation,
Aimsity,
Abg Services, Inc.,
Connexus Credit Union.
Accolade Advisory's support email address is nramey@accoladeadvisory.com
Accolade Advisory's categories are Investment Management
Accolade Advisory's founding year is 2007
