Investment Advisory
Southeast Corporate offers members investment advisory expertise through Accolade Investment Advisory, a CUSO wholly owned by the corporate. Accolade Investment Advisory, LLC is registered with the Securities Exchange Commission. Peter Gibson is Director of Accolade's Investment Advisory Services. As an investment adviser, Accolade has a fiduciary responsibility to act in the client's best interest. Accolade is not affiliated with a broker dealer, which means truly unbiased investment advice.
Affordable Expertise
Accolade leverages off the infrastructure and expertise of Southeast Corporate. This frees you to focus on running your credit union with the knowledge that your investments are well managed. And because the service is fee based, your costs are controlled; there are no commissions or "mark-ups". Accolade does not retain ownership of any marketable securities and does not sell securities out of inventory.
Specializing In
Portfolio Management: Accolade works with you to manage your portfolio and begins by conducting an analysis of your portfolio objectives and constraints. Accolade prides itself on giving unbiased investment advice.
Bond Accounting: Accolade accounts for your credit union's securities using the tried and true platform that its owner Southeast Corporate uses. As an added plus, accounting entries are mapped to your credit union's general ledger system providing seamless entry of investment information.
Asset Liability Management: Accolade's interest-rate risk modeling is internet based. Analysis is performed at the account level for all loans, investments, notes payable and member term deposits. Our ALM solution specializes in providing you timely interest rate risk and "what-if" analysis with a one-day turn around on reports.
Reporting: Accolade provides monthly reviews of your investment portfolio, reports for management, Board of Directors and Regulators. Sample reports are available upon request.
Learn more about Accolade at www.accoladeadvisory.com or contact Peter Gibson at Accolade Investment Advisory at 866-537-7302 or email him at pgibson@accoladeadvisory.com
