BROKERAGE SERVICES FOR CREDIT UNIONS

Credit unions have access to a broad range of brokerage services through Catalyst Corporate's partnerships with CU Investment Solutions, LLC and Primary Financial Company, LLC. These include buying and selling bonds and certificates of deposit. Catalyst Corporate investment officers are registered representatives for CU Investment Solutions and are trained in credit union regulations.

Meet the Team

Any quality brokerage team requires deep industry experience. The Catalyst Corporate brokerage team has over 250 years of combined experience in the financial marketplace. That history of experience is difficult to find in any single credit union brokerage team.

Meet the brokerage team

Credit Union Brokerage Services

  • CU Investment Solutions

  • Investment Accounting Service

  • Security Safekeeping

  • SimpliCD Certificate of Deposit Program

 

CU ISI LogoAll 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.