𝐖𝐇𝐀𝐓 𝐈 𝐃𝐎: I help community financial institutions achieve their desired investment, financial performance, and risk management goals by providing investment advisory, management, consulting and training services. 𝐒𝐄𝐑𝐕𝐈𝐂𝐄𝐒 𝐈 𝐏𝐑𝐎𝐕𝐈𝐃𝐄: I partner with community banks and credit unions, providing: 💰 Investment portfolio management and advisory services 🏦 Project-based and ongoing consulting for financial institutions 👨🏫 Onsite investment training for staffs, managment and boards 📈 Investment workshops (live and virtual) 💻 Online courses 👨💼 Personal mentoring and coaching 𝐖𝐇𝐀𝐓 𝐌𝐀𝐊𝐄𝐒 𝐌𝐄 𝐔𝐍𝐈𝐐𝐔𝐄: As someone with nearly 30 years of experience in banking and investments, I will bring your community financial institution the experience, perspective and insight that can only be learned "in the trenches." I will tailor my investment advisory and management services based on your specific needs, providing customized strategies and recommendations based on your institution's risk/reward profile. In addition to investment advisory and management services, I also enjoy drawing upon my 13 years of teaching and executive training to help community bankers master the skills of fixed income investments to help them better manage their institution's investment portfolios. Training can be done onsite, or through workshops or online training. I also work with bank executives directly, providing personal one-on-one mentoring and coaching services. 🗣 𝐑𝐄𝐀𝐃𝐘 𝐓𝐎 𝐓𝐀𝐋𝐊? Reach out to me directly here on LinkedIn, email me at Chris@NelsonCapitalAdvisors, visit online at either NelsonCapitalAdvisors.com or BondInvestmentMentor.com, or call me direct at 207-420-2442. 𝐀𝐑𝐄𝐀𝐒 𝐎𝐅 𝐄𝐗𝐏𝐄𝐑𝐓𝐈𝐒𝐄: Investment Advisory | Investment Portfolio Management | Fixed Income Analysis | Financial Institutions | Executive Training | Asset/Liability Management | Executive Coaching