Investment Portfolio Management
With nearly 25 years of experience and more than $28 billion in total credit union assets under advisement, Strategic Solutions’ advisory service has the staff expertise needed to create value-added recommendations specific to your credit union’s investment activities—all designed to meet your credit union’s overall financial objectives.
Catalyst Strategic Solutions is the new name for one of the earliest and most experienced credit union consultancies—a
team that has been working with credit unions through up and down cycles for nearly a quarter-century.
Catalyst Strategic Solutions advisors work with credit union management teams to develop customized portfolio strategies using state-of-the-art software. Non-commissioned advisors execute investment recommendations at the credit union’s direction.
The Catalyst Strategic Solutions advisory team assists credit unions with:
- Maximizing the relative value of each investment
- Independent research of investment inventories offered by 15 primary dealers
- Preparing monthly “5300-ready” investment accounting reports
- Access to professional online safekeeping
- "Most favored" institutional market pricing
For more information, contact a Catalyst Strategic Solutions account executive at 800.301.6196.