Brokerage Services

Brokerage

Catalyst's brokerage service helps credit unions generate solutions for their unique investment needs.

The brokerage service is offered in association with CU Investment Solutions. CU Investment Solutions' registered representatives at Catalyst are experienced professionals who approach each credit union individually.

The brokerage service has the expertise to tailor solutions that are appropriate for a credit union's asset size, buying frequency and long-term goals.

Through CU Investment Solutions' registered representatives at Catalyst, credit unions have access to more than 15 of the largest investment banks in the country – giving credit union investors an extensive selection of both new issue and secondary offerings. There are no fees to participate in the brokerage service.

Approved investment offerings include:

Treasuries
Agencies
Asset-backed securities
Money-market investments
Mortgage-backed securities
Collateralized mortgage obligations (CMOs) and real estate mortgage investment conduits (REMICs)

CU Investment Solutions is a licensed broker-dealer regulated by the Securities and Exchange Commission (SEC), and is a member of SIPC and FINRA.

To put this service to work for your credit union, email an investment professional at brokerage@catalystcorp.org or call 800.301.6196.

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All securities are offered through CU Investment Solutions, LLC. (ISI). The home office is located at 8500 W 110th St, Suite 650, Overland Park KS 66210. ISI is registered with the SEC as a broker-dealer under the Securities Exchange Act of 1934. ISI also is registered in the state of Kansas as an investment advisor. Member of FINRA and SIPC. All investments carry risk; please speak with your representative to gain a full understanding of said risks. Securities offered by ISI are not insured by the FDIC or NCUSIF and may lose value. All opinions, prices and yields are subject to change without notice.