Company Overview
- Headquarters
- 8700 Orion Pl, Columbus OH
- Website
- accoladeadvisory.com
- Phone
- (614) 816-2688
- Employees
- 9
- Founded in
- 2007
- Industry
- Investment Bank/Securities Brokerage
- NAICS Code
-
NAICS Code 52 CompaniesNAICS Code 5239 CompaniesNAICS Code 523 Companies
- SIC Code
-
SIC Code 621 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$1B
Who is Accolade Investment Advisory
Accolade Investment Advisory is a 9-employee investment advisory firm based in Columbus, Ohio. Founded in 2007, the company specializes in serving credit unions across the United States. Accolade Investment Advisory's financial expertise and personalized approach aim to empower credit unions to make sound financial decisions and achieve their investment goals. The company's core services include providing tailored reporting tools, facilitating asset and liability committee (ALCO) meetings, and offering dedicated investment advisory services. These services equip credit unions with the insights, guidance, and support they need to effectively manage their portfolios and navigate the complexities of the financial landscape. Accolade Investment Advisory's focus on fiduciary duty ensures that every decision is driven by the highest ethical standards and prioritizes their clients' well-being above all else. Accolade Investment Advisory distinguishes itself by offering a tailored approach to serving credit unions, understanding their unique needs and objectives. Their expert staff combines market knowledge with a commitment to transparency, building lasting partnerships with their clients. For inquiries regarding Accolade Investment Advisory's services, contact them via email at [email protected]. Alternatively, explore more about their solutions and commitment to credit union empowerment on their website: accoladeadvisory.com.
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