MemberTrade Advisory Services Adds 'CU In Transition' ALM Program

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MemberTrade Advisory Services (MTAS), LLC, a wholly-owned CUSO of Empire Corporate FCU, has added a "Credit Union in Transition Asset/Liability Management Program." The six-month program charges a one-time, flat fee and features MTAS' team members performing duties that are generally associated with the individual responsible for the credit union's asset/liability and investment management.

"During the six months, MTAS' team will evaluate the credit union's balance sheet, including an investment and asset/liability management (ALM) policy review, an investment portfolio review, ALM modeling, Gap, Net Interest Income and Net Economic Value sensitivity modeling, and an on-site, in-person presentation to the credit union's board, management or investment committee," the company said.

""It is a scenario we have seen many times: key personnel may depart a credit union, leaving existing staff with additional responsibilities until a replacement can be hired," noted Bart Salazar, President/CEO, MemberTrade Advisory Services.

For info: 518-292-3836, or at bsalazar mtadvisory.com.

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