Financial success and mission impact can work together.

Accolade Advisory strengthens credit unions through specialized balance sheet consulting and fiduciary investment advisory services. Founded in 2007, we provide portfolio management, interest rate risk reporting, credit risk analytics, loan pricing and profitability modeling, and loan loss analytics—each tailored to align financial strategy with mission-centric outcomes.

As a registered investment adviser and wholly-owned Credit Union Service Organization (CUSO) of Corporate One Federal Credit Union, we combine deep industry expertise with an objective, fee-based fiduciary standard designed to prioritize credit union client interests.

Our approach integrates asset-liability management (ALM), investment strategy, liquidity analysis, and customized reporting tools to help credit unions build resilience, manage risk, and make sustainable financial decisions. We also produce educational content and training to elevate understanding of balance sheet mechanics and market dynamics across client teams.

Headquartered in Columbus, Ohio, with team members across the country, Accolade operates with a focus on strategic insight, data-driven analysis, and long-term financial sustainability for the institutions we serve.

Accolade Advisory

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