Portfolio Management Services

Enhance Non-Interest Income and Manage Risk

We help credit unions and nonprofits to increase performance and mitigate risk in ways that can’t be matched by “one-size-fits-all” service providers.

With deep industry experience and a data-driven approach, CourseMark’s advisors can analyze your current portfolio and recommend alternative asset allocations aligned with your time horizon, liquidity needs and other institutional asset management goals.

When you are ready to implement your new strategy, expect ongoing communication about our progress, monitoring to ensure compliance, active management to keep you on course, and reporting to show results.

Our Solutions Include:

  • Mutual funds and ETFs

  • Hedge funds

  • Corporate bonds

  • Credit union-owned life insurance (CUOLI)

  • Separately managed accounts (SMAs)

  • Balance sheet protection

It All Starts With a Conversation

Together, we will discuss your needs and compare your options. Then, we will provide a no-strings-attached proposal based on your specifications.