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Our Services

An Educational Process Built Around Your Credit Union’s Investment Objectives

An Educational Process Built Around Your Credit Union’s Investment Objectives

The Oppenheimer Credit Union Group focuses on delivering customized portfolio strategies based on your specific needs. First, we will sit down with you to understand your objectives and challenges and analyze your current portfolio and policies. From there, we will develop specific recommendations and strategies and walk you through their potential impact on your credit union. Finally, we will provide ongoing education and reporting through monthly strategy calls, on-site meetings at your credit union and investment education sessions.

 

Here’s what each of our clients will know:

  • The nuances of what each bond can and cannot do for their portfolio
  • When to buy one bond over another and when to sell
  • How to select bonds in each interest rate cycle
  • What combination of bonds complements their specific investment objectives

Customized Portfolio Strategies

Customized
Portfolio
Strategies

With any investment recommended for your portfolio, we’ll provide a detailed pre-purchase analysis and post-purchase trade package fully documenting the market conditions and strategic rationale.

With any investment recommended for your portfolio, we’ll provide a detailed pre-purchase analysis and post-purchase trade package fully documenting the market conditions and strategic rationale.

Comprehensive Reporting

Comprehensive
Reporting

We provide comprehensive reporting on your portfolio, and the underlying securities on a monthly basis. Custom reporting, bond accounting and management reports can also be provided. (see a full list of our regulatory client reporting)

We provide comprehensive reporting on your portfolio, and the underlying securities on a monthly basis. Custom reporting, bond accounting and management reports can also be provided. (see a full list of our regulatory client reporting)

Regulatory Trade Packages

Regulatory Trade
Packages

We understand the regulatory environment credit unions operate in our regulatory pre-purchase and post-purchase trade packages include all the required documentation needed for NCUA exams and audits (investment policy verification, how the securities fit into your portfolio, market conditions when purchased, etc.).

We understand the regulatory environment credit unions operate in our regulatory pre-purchase and post-purchase trade packages include all the required documentation needed for NCUA exams and audits (investment policy verification, how the securities fit into your portfolio, market conditions when purchased, etc.).

Continued Investment Education

Continued
Investment
Education

Education is core to our philosophy. In addition to monthly reports and monthly portfolio updates, we host CU investment forums and provide complimentary on-site investment education for your management team.

Education is core to our philosophy. In addition to monthly reports and monthly portfolio updates, we host CU investment forums and provide complimentary on-site investment education for your management team.

Credit Union Investment Management

Credit Union Investment Management

Credit Union Investment Management provides an in-depth examination of the methods executives use to achieve investment objectives and maximize returns on invested capital, while measuring and minimizing risk. Complete coverage includes: detailed features of investment vehicles, yield measures and their limitations, total return analysis, and stress testing.