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As your personal investment guide, Bond Investment Mentor will help you boost your fixed income investment knowledge, level up your portfolio management skills, and help you gain the know-how you need to help your community financial institution achieve its financial goals!
Next Workshop Starts January 10!
Bond Investment Mentor offers online and in-person investment workshops for employees involved with investments at community-based financial institutions. Topics covered include fixed income securities and the management of an institution’s investment portfolio.
Our next workshop – Building an Investment Strategy – begins on January 10. Learn how to build a customized investment strategy for your community financial institution!
Bond Investment Mentor provides on-demand education and training for community-based financial institutions. The courses cover topics related to fixed income investments, portfolio management and related financial topics.
Ready to get started? Check out Bond Basics, investment training that will help you master the fundamentals of fixed-income investing for community financial institutions!
Interested in other investment training? Click here to be notified about other course offerings!
Looking for someone to provide an experienced helping hand with a personal touch? Chris offers one-on-one coaching for clients interested in a highly tailored and individualized training approach.
He can provide customized professional training and development on investments, portfolio management, asset/liability management and other topics pertinent to community-based financial institutions.
Does your team or board need training on investments, asset-liability management, or other related topics? Chris will provide a one- or two-day session at your location to sharpen your group’s portfolio management or investment oversight skills.
The training can be tailored to the specific needs and objectives of the group. Specialty training for an institution’s management or board is also available.
Investment Advisory & Consulting
Is your institution searching for more comprehensive investment services? Nelson Capital Advisors is a registered investment advisor that specializes in working with community-based financial institutions.
Nelson Capital Advisors offers investment advisory and asset management services. The firm also provides consulting services for community banks and credit unions in need of expertise beyond investment advisory services.