Accolade Advisory
www.accoladeadvisory.comAccolade Advisory was founded in 2007 with the mission of strengthening credit unions by providing financial advice and tools. We offer reporting tools to provide insight, knowledgeable staff to facilitate asset and liabilitiy committee (ALCO) meetings, and dedicated investment advisers to provide portfolio management. As a fiduciary, we act in the best interest of our clients with the highest degree of care and loyalty, putting their interests first.
Read moreAccolade Advisory was founded in 2007 with the mission of strengthening credit unions by providing financial advice and tools. We offer reporting tools to provide insight, knowledgeable staff to facilitate asset and liabilitiy committee (ALCO) meetings, and dedicated investment advisers to provide portfolio management. As a fiduciary, we act in the best interest of our clients with the highest degree of care and loyalty, putting their interests first.
Read moreCountry
State
Ohio
City (Headquarters)
Columbus
Employees
1-10
Founded
2007
Estimated Revenue
$1,000,000 to $5,000,000
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Chief Investment Officer
Email ****** @****.comPhone (***) ****-****Chief Compliance Officer and Invest Advisory Associate
Email ****** @****.comPhone (***) ****-****Operations and Client Success Manager
Email ****** @****.comPhone (***) ****-****Senior Balance Sheet Advisor
Email ****** @****.comPhone (***) ****-****
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