Accolade Investment Advisory

  • Investment Bank/Securities Brokerage
  • Columbus OH
  • 9 employees
  • Investment Management
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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 Companies
NAICS Code 5239 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 621 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$1B

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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.

Accolade Investment Advisory Industry Tags

ALM Advisory
Investment Advisory
Strategic Advisory
Loan Advisory
Credit Unions
Portfolio Management
Reporting Solutions
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Accolade Investment Advisory Tech Stack

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FAQ

What is the location of Accolade Investment Advisory's headquarters?
The headquarters of Accolade Investment Advisory are situated at 8700 Orion Pl, Columbus OH
What is Accolade Investment Advisory's phone number?
Accolade Investment Advisory's contact number is (614) 816-2688.
What is Accolade Investment Advisory's official website?
The official website of Accolade Investment Advisory can be found at accoladeadvisory.com.
What is Accolade Investment Advisory's current revenue?
As of May 2018, Accolade Investment Advisory's annual revenue reached $1B.
How many employees does Accolade Investment Advisory currently have?
Accolade Investment Advisory employs approximately 9+ people as of May 2018
Which industries is Accolade Investment Advisory primarily operating in?
Accolade Investment Advisory operates in the following industries: Investment Management
What are Accolade Investment Advisory's industry tags?
Accolade Investment Advisory's industry tags include: ALM Advisory, Investment Advisory, Strategic Advisory
When was Accolade Investment Advisory founded?
Accolade Investment Advisory was founded in 2007.

Employee Directory

Key Employees

Peter Gibson

Chief Investment Officer

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