Accolade Advisory Email Format
Investment ManagementOhio, United States2-10 Employees
Accolade Advisory supports credit unions by offering balance sheet consulting paired with fiduciary investment advisory services. Its offerings include portfolio management, reporting on interest rate risk, credit risk analytics, loan pricing and profitability modeling, and loan loss analytics, all tailored to connect financial decisions with the organizations' missions. Operating as a registered investment adviser and as a wholly owned Credit Union Service Organization of Corporate One Federal Credit Union, the firm adheres to a fee-based fiduciary standard aimed at prioritizing client interests. The firm combines asset-liability management, investment strategy, liquidity analysis, and customized reporting to help credit unions strengthen resilience and manage risk, while also producing educational content for client teams. Headquartered in Columbus, Ohio, with a nationwide team, Accolade Advisory was founded in 2007 and operates with a small staff. In December 2024, the firm announced JD Pisula as President and CEO.