Expertise earned from decades of credit union industry experience.
We know your business, so we bring a different thought process and methodology of doing business to the credit union industry!
As a fiduciary, we are focused on your results and providing predictable outcomes.
Your credit union’s primary responsibility is to act in the best interests of your members; As a fiduciary, Grey Ledge Advisors's primary responsibility is to act in your best interests. At GLA we believe transparency is the key to a value-based relationship. As an SEC Registered Investment Adviser, you’ll deal directly with the team that develops your plan, invests and manages your assets. We are independent and choose the best options for your credit union. We build custom portfolios that meet your needs and objectives. This customization is based on your ALM and Balance Sheet Strategies, helping you diversify while accomplishing your long-term objectives.
GLA’s investment process allows for efficient dedicated portfolio models, lowering your cost of ownership and keeping to a managed result. One you can understand. Your portfolio may include: individually held Equities, Bonds, U.S. Treasuries, Exchange Traded Funds (ETFs), Real Estate Investment Trusts (REITs), Master Limited Partnerships (MLPs) and when appropriate hedging strategies. We encourage clients to access and understand the what, why and how we work. An informed investor is our best client.
GLA can provide solutions to help your credit union recruit, retain and reward your employees and Executive Leadership with plans including Executive Benefits plans, 401(k) programs and Asset Management to help you manage assets and risk in your balance sheet.
"When a man is sufficiently motivated, discipline will take care of itself."