Provides Asset Liability Management (ALM/IRR) Reporting and actionable advice, including numerous ALM related reports. Investment Portfolio Management as an SEC registered Investment Advisor including Charitable Donation Accounts and Employee Benefit Prefunding Account management. Mortgage Servicing Rights Valuations and CECL Reporting. Merger valuation and advisory services including acquisition of add on entities.
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
1239 Anderson Rd
Clawson, Michigan 48017, US
Keywords
Financial InstitutionsAsset Liability ManagementInvestment Portfolio ManagementMortgage Servicing Rights ValuationsCECL ReportingMerger ValuationsAlternative Investment Portfolio Management