Meet Our Credit Union Clients

Advising Credit Unions

 
We are proud of our industry-leading reputation in the credit union industry. From regionals to federals coast-to-coast , we fully understand the unique goals and challenges you face.

From branches to HQ’s, we assist clients in optimizing their portfolios in effort to retain staff, build membership, reduce costs and optimize results.

​As opposed to most transactional brokers who depend on basic, readily available market information, we apply our industry leading proprietary market research platform – Rubicon Reveal — to eliminate guesswork and deliver solutions leading to long-term success. For more, click here.

Our Services

Proven Results

Client Advocacy and Representation
Comprehensive Market Research
Detailed Portfolio Analysis
Contract Reviews
Cost Control Advisory Services
Complete Transaction Management
Portfolio Management