Advisory Services

Full Balance Sheet Strategic Consulting

With the advisory service provided by Catalyst Strategic Solutions, your goals become our goals. The Strategic Solutions advisors start the relationship with an in-depth assessment of your policies, balance sheet, liquidity and cash flows, operational impact, and most importantly, your credit union’s strategic goals.

The Strategic Solutions advisors proceed with the intention of protecting long-term income streams and equity capital, as well as preserving liquidity and ROA according to your credit union’s short- and long-range objectives.

Catalyst Strategic Solutions is the new name for one of the earliest and most experienced credit union consultancies—a team that has been working with credit unions through up and down cycles for nearly a quarter-century.

Among the full balance sheet consultations offered by Catalyst Strategic Solutions:

• Specific liquidity, loan and funding strategies
• Risk management exposure strategies
• Performance assessment strategies
• Balance sheet allocation strategies
• Investment portfolio strategies

For more information, contact a Catalyst Strategic Solutions account executive at 800.301.6196.

Overview
Advanced ALM Modeling
Economic & Market Assessment
Strategic Consulting
Investment Portfolio Management
Education, Support, Review
Advisory Team