Check it out! – New Online Investment Training
Strengthen Your Investment Skills by Mastering the Bond Basics!
Your Personal Fixed Income Investment Guide
Boost your investment knowledge
Level up your portfolio management skills
Achieve your institution’s investment goals
Hi, I’m Chris!
I help community banks and credit unions master the skills of fixed income investments and portfolio management. Let’s find a way to optimize your institution’s investment risk/reward performance!
Download One of My Free Investment Guides!
These checklists will help you organize your pre-purchase process and fine-tune your investment decision making!
All you need to know about the info contained in the Bloomberg yield tables for mortgage securities!
Gather and organize the information you need to evaluate new or existing broker-dealer relationships!
“Chris is great at demystifying Bloomberg for those of us who don’t have terminals as well as bringing clarity to the jargon used in that world. Whether you’re green, have a few years experience, or are a seasoned pro, I recommend checking his stuff out. Big thanks to Chris for all the content and help you’re providing to us bankers!”
New Online Investment Training
Strengthen Your Investment Skills by Mastering the Basics!
Bond Investment Mentor and the Graduate School of Banking at Colorado have teamed up to create Bond Basics to provide you with the fundamentals in bank investments and portfolio management. If you are a community banker that wants to improve your investment skills and feel more confident as a portfolio manager, this course is for you!
The Bond Investment Mentor Podcast
Are you searching for an objective source to help you understand how to manage fixed income investments for your financial institution? Each week, join Chris Nelson, a 30-year banking and investment veteran, as he covers fixed income securities and investment portfolio management, and discusses the latest news and developments in the financial markets.
Take your professional development to the next level! A 1-on-1 mentoring relationship provides highly tailored and individualized training for community financial institution executives. Imagine working closely with a seasoned professional who will show you the way! You’ll be more knowledgeable, feel more confident, and be more effective in your job role.
Work with Chris
Want to improve your investment knowledge and banking skills? Learn more about how Chris can work with you directly for investment training and professional development!
The Mentor Journal is your source for information on investments and portfolio management. Click the button below to read the latest posts!
These are the books, tools and resources that I’ve discovered to help me in my investment journey. Let me share them with you to take your skills to the next level!