Accolade Advisory

www.accoladeadvisory.com

Accolade 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.

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Accolade 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.

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Country

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State

Ohio

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City (Headquarters)

Columbus

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Employees

1-10

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Founded

2007

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Chief Investment Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Compliance Officer and Invest Advisory Associate

    Email ****** @****.com
    Phone (***) ****-****
  • Operations and Client Success Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Balance Sheet Advisor

    Email ****** @****.com
    Phone (***) ****-****

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