Products & Services

Asset Liability Management
Investment Advisory

In recent years, managing the structure of the credit union has become increasingly difficult. Financial instruments have evolved from plain vanilla to highly complex. Management practices needed to respond to this evolution. Many Credit Unions could not afford the luxury of an Investment Manager or A/L Manager. Paragon Financial Group developed a program that filled these needs with full-time expertise at part-time cost.

Our Asset Liability Management Service Will:

• Assist you in choosing an ALM program
• Improve return on your ALM investment
• Write or edit your ALM policy
• Organize and coordinate ALCO
• Conduct "What-if" analysis
• Prepare monthly reports for your Board of Directors
• Prepare an annual report for the NCUA

Our Investment Advisory Service Will:

• Handle all broker calls
• Work with current brokers (In Competition Only)
• Tabulate bids (When selling), or offerings (When buying)
• Provide complete documentation
• Provide month-end pricing
• Supervise compliance matters relevant to your portfolio