MUSKEGO, WI (July 21, 2020) — Corporate Central, along with QuantyPhiBalance Sheet Optimization CUSO, announced today that an investment advisory service is now available to members through their partnership with ProEquities, Inc.
“We are here to help credit unions achieve their goals of balance sheet optimization,” said Kevin Chiappetta, President of QuantyPhi and Senior Vice President Investment Services for Corporate Central. “Credit unions that understand the goal of optimization, but struggle finding the time to complete the necessary work, will find our investment advisory service to be a valuable option. Our experts specialize in providing balance sheet and investment advice and are registered with the U.S. Securities and Exchange Commission (SEC).”
All the required analytical tools, market insight, and reporting tools to provide proper review of current risk position, asset-liability forecast assumptions and reporting, balance sheet strategies, and management reporting are provided with the service. Corporate Central and QuantyPhi do all the heavy lifting and present documented strategies for management approval. All necessary relationships, commission-free trades, tools, and reporting are provided for one low fee.
The investment advisory service leverages the skills and systems available from QuantyPhi and Corporate Central to discover, plan, and execute strategies for durable results in many interest rate environments. Learn more at quantyphi.com.
QuantyPhi, LLC is a wholly owned credit union service organization. The CUSO specializes in credit union balance sheet optimization. QuantyPhi’s mission is to build better credit unions by building balance sheets with muscle, flexibility, and resilience. Please visit QuantyPhi.com to learn more and follow us on LinkedIn.
Adam Stone
Executive Vice President
QuantyPhi, LLC
(414) 433-0176
