CFO à
la Carte™
Institutions
of all sizes do not have to invest in additional staff in order
to benefit from the expertise of our senior financial officers.
The CFO à la Carte™ team at Pennant Management, Inc.
includes Certified Public Accountants, holders of the Chartered
Financial Analyst® designation, attorneys, and securities
traders and other financial specialists, each with an average
of 20 years of experience.
CFO
à la Carte™ provides institutions with a full range
of financial services. It is a unique platform for problem solving.
You choose what services you need, when and where you need them.
Working
with many different institutions, we have discovered that each
engagement has its own structure. Some relationships are onsite,
others are off-premises, while still others may be a combination
thereof. Sometimes the solution is a one time project, ranging
from as little as one week to as long as nine months, while other
relationships consist of a monthly, a quarterly or an annual retainer.
CFO
à la Carte™ helps your institution formulate strategic
goals. It puts at your service a contingent of specialized professionals,
supplying you with a multitude of tools. We offer nearly every
financial service, including facilitated asset liability management
techniques and strategies, investment management services, assistance
with audit/regulatory exams and reports, independent pricing of
fixed income and equity securities, assistance with proxy voting,
customized custody services and more.
For
information about CFO à la Carte™ please contact
Jay Kaun, CPA at (414) 359-1447.
