QuantyPhi released a new video this week answering the question: Why partner with QuantyPhi for investment services?
In the video, Bruce Kotarek, VP-Finance at Fox Communities Credit Union, discusses how working with QuantyPhi has made him much more comfortable understanding the impacts that different investments will have in different rate environments.
“Most brokers, in my experience, just look at my investment portfolio and try to improve its performance, but QuantyPhi looks at my whole balance sheet and the relationship with my investment portfolio to my balance sheet to make sure it fits where the risk is in my balance sheet,” commented Kotarek. “QuantyPhi helps me change my investment policy to meet my balance sheet’s objectives. They definitely have Fox Community Credit Union’s best interest in mind.”
The video was created by Credit Union Story, a Milwaukee-based advertising agency specializing in credit union marketing.
In the video, Bruce Kotarek, VP-Finance at Fox Communities Credit Union shares how QuantyPhi’s approach is different than big brokerage firms.
