Lunch & Learn
Wednesday, Mar. 2nd, 2022
12PM - 2PM
Please join us at Market Street Grill in Cottonwood Heights for a round table presentation/discussion about Credit Union investment portfolio ideas and investment portfolio construction.
We will include a historical analysis of all allowed asset classes and our best thinking investing in the current interest rate environment.
Deposits are high, and Interest rates are low. Many Credit Unions have been looking for investment portfolio strategy ideas and advice. We are a Registered Investment Advisor, and we manage funds for over 25 Credit Unions in the Mountain West.
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Moreton Asset Management is an affiliate of Moreton & Company, an insurance broker, through which commercial insurance products and employee benefit plans are offered.
Investment products and services offered by or through MAM are not deposits or other obligations of, or guaranteed by MAM or any of its affiliates; nor federally insured by the FDIC, the Federal Reserve Board, or any other federal, state, or municipal governmental entity, and may be subject to investment risks, including the possible loss of principal. Past performance is not indicative of future results.
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