Office: 610-376-5371 | Fax: 610-288-6339    
   
 
 
Our Investment Portfolio Consulting service provides insight and support to credit unions that are interested in improving their investment performance. UECU has historically produced one of the highest yields in the country on its portfolio, while consistently mitigating related risks. For example, in Callahan & Associates’ 2010 Credit Union Directory, UECU ranks #18 on the “Leaders in Average Investment Yield” table, out of more than 7,000 credit unions nationwide.

AdvantEDGE provides a cost-effective, independent perspective by partnering you with a highly qualified individual from UECU. We have no financial partnership with and earn no income from any investment broker.

Your credit union can improve your investment return to boost either your net income, the amount you can return to the membership, or both.

Would you find it beneficial to...
  • enhance your awareness and analysis of appropriate investment products?
  • increase your knowledge of investment strategies and techniques?
  • improve your investment portfolio yield?
Robert Hall – Investment Officer

Bob currently is the Investment Officer at Utilities Employees Credit Union. In this position, Bob has responsibility for managing the Credit Union’s sizeable investment portfolio including decisions regarding security purchases and sales, developing investment strategy and monitoring portfolio performance. He also has responsibility for monitoring and projecting cash requirements and overall liquidity needs and the management of related depository and short-term investment balances. Additional responsibilities include asset/liability management analysis and reporting. He is a member of the Credit Union’s ALCO and Pricing Committee.

Bob holds over 30 years of experience in the financial industry and over 25 years in fixed income portfolio management, asset/liability management, funding management and related treasury functions. During his career he has served in various senior level functional and managerial roles with several financial institutions including Vice-President & Funding Manager for a major regional bank and as Senior Vice-President, Treasurer and Investment Officer at a large thrift institution. Bob is a graduate of Princeton University and received his MBA from the University of Pennsylvania’s Wharton School.
 
Mary Ann George, CUSO Manager
Phone: 610-376-5371
Email: mageorge@advantedgefinancialservices.com
   
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