Brick Capital Management provides non-discretionary investment advisory and management services primarily tailored to credit unions. Brick Capital Management helps institutions align their investment portfolios with balance-sheet requirements, interest rate risk parameters, liquidity needs, and regulatory constraints. Services include developing investment policies, reviewing asset-liability management reports, analyzing securities before purchase, obtaining multiple bids on trades, and structuring maturity distributions. The firm focuses its strategies on permissible fixed-income securities such as United States Treasury notes, agency debentures, mortgage-backed securities, and certificates of deposit. All recommendations are made collaboratively with client management, while the credit union retains final decision-making authority.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | Included |
| $20.0M - $30.0M | Included |
| $30.0M - $40.0M | Included |
| $40.0M - $50.0M | Included |
| $50M+ | Included |
Brick Capital Management charges fixed annual fees based on total portfolio size rather than a percentage of assets under management.