MILWAUKEE, Wis. – QuantyPhi has released a new video that it says offers some answers on why credit unions should use its investment services.
In the video, Bruce Kotarek, VP-Finance at Fox Communities Credit Union, discusses how working with QuantyPhi has made him much more comfortable understanding the impacts that different investments will have in different rate environments.
“Most brokers, in my experience, just look at my investment portfolio and try to improve its performance, but QuantyPhi looks at my whole balance sheet and the relationship with my investment portfolio to my balance sheet to make sure it fits where the risk is in my balance sheet,” said Kotarek. “QuantyPhi helps me change my investment policy to meet my balance sheet’s objectives. They definitely have Fox Community Credit Union’s best interest in mind.”
The video was created by Credit Union Story, a Milwaukee-based advertising agency specializing in credit union marketing.