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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.

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.


Please click here for a printable brochure.

Wherever there is a channel for water, there is a road for the canoe.

- Henry David Thoreau