About NexitIQ
NexitIQ was founded because credit unions deserve more than a rate sheet. They deserve a complete governance solution — examiner-ready documentation, institutional rigor, and a team that speaks their language.
Our Story
Most SPGA providers hand you competitive rates and leave the rest to you — the board presentations, the investment policy language, the examiner preparation, the supervisory committee briefings. You're left assembling your own governance framework from scratch.
NexitIQ exists to change that. We built the first SPGA solution that includes a complete Master Working Document — seven governance documents, regulatory citations, and examiner-tested risk ratings — with every engagement. No extra fees. No add-ons. It's how we believe the industry should work.
Transparency. Examiner alignment. Institutional rigor. That's the foundation.
Leadership
Co-Founder & President
John brings over 30 years of specialized experience in institutional investment strategy with deep expertise in the credit union space. He founded Princeton Capital Associates in 2008 and serves as a FINRA Arbitrator — bringing firsthand insight into regulatory excellence and institutional governance.
His career spans senior advisory roles at CourseMark, board leadership at a credit holding company, and development work with the University of Wisconsin Foundation and the Frank Lloyd Wright Taliesin Commission. John holds a degree from the University of Wisconsin-Madison.
Co-Founder & CEO
Tyler leads NexitIQ with a focus on delivering meaningful financial impact for credit unions. He has built his career partnering with well-capitalized credit unions, helping them develop strategies that attract top talent and directly improve their bottom line.
His deep understanding of what credit union executives need — regulatory compliance, board-ready reporting, and predictable returns — shapes every aspect of NexitIQ's approach. Tyler specializes in credit union strategy and nonprofit investment consulting.
No hidden fees, no surprises. Every rate, every document, every process — laid out clearly from the start.
Every governance document is built with NCUA examination in mind. Walk into your exam prepared.
Regulatory citations, risk ratings, and policy language that meets the standard your board and examiners expect.
Schedule a 15-minute overview. We'll walk through the governance documents, current rates, and how the implementation works for your credit union.