Bank and Credit Union Consulting Services

Specialized Consulting Services and Support for Banks and Credit Unions

Bank and credit union executives face significant challenges and complexities in managing their institutions’ investment portfolios. Our knowledgeable team of investment professionals specializes in providing objective investment portfolio management and can help you address your challenges and sort through the complexities.

We work alongside you to thoroughly understand your unique needs and then design a comprehensive investment plan that’s customized to reflect your asset/liability management and business objectives. Our goal is to optimize the return of your investment portfolio while focusing on managing risk and staying compliant.

Our team strives to help you meet the needs of your business by making well-informed, confident investment decisions and avoiding costly mistakes and lost opportunities. We act as your partner and an extension of your management staff, putting your best interests first, always.

Mariner Wealth Advisors Bank and Credit Union Services

Among the consulting services we offer banks and credit unions:

  • Investment advisory services, including creating an Investment Policy Statement, conducting investment reviews and providing reports and timely market information.
  • Investment portfolio accounting, including providing concise management information and accurately calculating all types of securities.
  • Mortgage servicing rights valuations, including providing a low-cost valuation service that calculates the value of mortgage servicing rights.
  • Asset/liability management consulting, including policy review, ALCO reports and worksheets.
  • Independent/third-party asset/liability model reviews and validations, including providing annual and ad-hoc independent, third-party reviews and validations of your asset/liability models.

Your Bank and Credit Union Consulting Services Team

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