Why CU Investment Solutions?

Catalyst Corporate partners with CU Investment Solutions to create a brokerage service exclusively for credit unions. Its purpose is to provide credit unions with a high level of service at a lower cost.  The staff is made up of experienced professionals who approach each credit union individually, assessing its objectives against the current market environment. These registered representatives have the expertise and knowledge to tailor solutions that are appropriate for a credit union’s asset size, buying frequency and long-term goals. Credit unions benefit from relationships with investment professionals who understand both the investment industry’s many diverse requirements and the regulatory environment in which credit unions operate.

Catalyst Corporate’s brokerage service is results-driven. Its objective is to deliver unparalleled service and expertise that result in easing a credit union’s investment burden. The brokerage service does not rely exclusively upon the new issue market to find value for its clients. Through CU Investment Solutions’ registered representatives at Catalyst Corporate, credit unions have access to more than 30 of the largest investment banks in the country – giving credit union investors an extensive selection of both new issue and secondary offerings.

CU Investment Solutions’ registered representatives at Catalyst Corporate offer customized investment programs that can incorporate a wide variety of securities, including:

  • Treasuries
  • Agencies
  • Mortgage-Backed Securities
  • Collateralized Mortgage Obligations
  • Municipal Bonds
  • Banker Acceptance Notes
  • Corporate Bonds
  • Asset-Backed Securities

In addition to investment consultation, Catalyst Corporate’s registered representatives provide up-to-date market information and commentaries, regulatory expertise and portfolio reporting. There are no fees to participate in the brokerage service. Credit unions planning to buy securities in the future can complete the brief application process in advance so that investment opportunities are only a phone call away.

CU Investment Solutions is a licensed broker-dealer regulated by the Securities and Exchange Commission (SEC) and is a member of the Securities Investors Protection Corporation (SIPC) and the Financial Industry Regulatory Authority (FINRA).

Credit unions hold more of their liquid assets in bonds than in any other investment instrument. More than 2,500 credit unions nationwide currently have bonds in their portfolios – from small credit unions with a few million dollars in investments to the largest credit unions with substantial amounts of their portfolios in securities. Why trust Catalyst Corporate’s brokerage service to help with this important book of business? The real question is – why not?

 

Contact

 

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.

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