Bond Accounting Reports

As part of our ongoing effort to provide completely objective investment advisory services, we provide our clients with bond accounting reports compiled by a highly reputable third party vendor.  

These reports provide on-line access to month-end accounting entries for your credit union’s securities holdings, while also providing independent market valuations that are updated on a daily basis.  In addition, colorful graphics packages are available at the end of each month, and show both summarized and detailed performance information on each sector of the portfolio, as well as peer comparison data.  

These reports are a valuable tool for both your management team and your Board of Directors.
Objective Advisors, Inc. is a Registered Investment Advisory firm that is regulated by the Securities & Exchange Commission.