Consulting Solutions

Millennium Corporate provides select Consulting Services, through our AIM - Asset & Investment Management program - as well as our CUSO partner, CUBG. Many of our staff are also available to facilitate planning sessions and speak at your next event.

Click a consulting header below to learn more about a particular offering. Questions about any? Email

AIM - ALM Consulting Services

The Millennium Corporate AIM – Asset & Investment Management – Program provides ALM consulting services to client credit unions, specializing in strategy development and education, providing sound, practical, and impartial financial advice. The AIM team of financial analysts use industry leading software to monitor interest rate risk and test ALM strategies prior to implementation.

Clients receive…

  • ALM & Investment Policy Design and Review
  • Quarterly ALM Analysis
  • Portfolio Structuring, Ongoing Investment Recommendations, and Accounting & Reporting
  • Volunteer & Staff Education

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Planning Session Facilitation

Should you be looking for an affordable, reliable, industry-familiar planning session facilitator, look no further. Millennium Corporate staff understand your business, know the mechanics of board/staff relationships and has the experience to encourage your participants to engage in growth-minded discussions. Pre- and post-planning session discussions ensure you walk away with manageable results, achievable goals and detailed strategies with which to accomplish them.

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Speakers Bureau

If you’re hosting a trade show, an annual meeting, or any event where you need engaging, educational, investment and asset/liability management speakers, Millennium Corporate has got you covered. Our team of AIM Financial Analysts can speak to many topics including the economy and the current state of affairs, all things asset/liability management, as well as investments, investments, investments. Please consider the Millennium Corporate AIM staff for your next event!

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CU Business Group

CU Business Group (CUBG) is the premier provider of business services to credit unions and Millennium Corporate is a proud owner of this credit union service organization (CUSO). CU Business Group consults with credit unions every day on all aspects of business services. Credit unions benefit from the turnkey solutions CUBG provides and can choose from four CUBG membership levels. Through our partnership, credit unions gain access to the expertise, experience and infrastructure needed to align services with the business needs of members.

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Today, Tomorrow, Together