institutional trustee
consulting
BENEFITS FOR THE INSTITUTIONAL TRUSTEE
- We embrace strategies that generate tax-advantaged income for your clients at levels higher than traditional investments.
- Our plans are customized for the full range of institutional clients that a trustee manages based on thorough research and evaluation.
- MINTS, our proprietary client portal, houses an administrative gold mine of accessible plan documentation, financial reports, research, and compliance and due diligence information.

knowledge center

Improving CEO and Board Member Communications
When people think of board member and credit union communication, many may initially think of conflict. The most successful credit […]

Communicating with Established Board Members
Communication within the board room is essential to the success of your credit union. While it may be easy to […]

Frequently Asked Questions about CUOLI
Investing in Credit Union Owned Life Insurance (CUOLI/COLI) as a strategic benefits opportunity for your key executives can provide major […]