Debit and Checking Portfolio Analysis. Credit Card Risk and Collections Analysis. Credit and Debit Card Growth Campaigns. Works with credit unions to help them meet their business challenges and grow. Our consultants create insightful, data-driven financial and marketing solutions that lead the industry in measurable results. Be Aggressive, B-E Aggressive.

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Quantitative Equity Strategies, LLC. The Advisors Preferred named advisor and shared trust solution provides a one-stop comprehensive platform for investment managers looking to manage and grow mutual fund assets.

Paul Hoffman is a family man and professional business leader. Paul and his wife Kathy have been married for 23 years and are the proud parents of three sons; Christopher, Alex and Andrew. A native of Appleton, WI, Paul and his family are active members in the community. It is this competitiveness that drives Paul to be the very best he can be, in all endeavors. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member.

Annual Setup vs Quarterly Lock. Tired of a one size fits all marketing organization? We understand your business is unique. That is why our clients love our custom engineered approach to their unique business.