ADVISORY SERVICE

Catalyst Strategic Solutions’ Advisory Service is an SEC-registered investment advisor that provides comprehensive balance sheet management services. Experienced industry professionals provide custom balance sheet solutions and integrated ALM guidance. The Advisory team helps credit unions achieve strategic objectives by creating tactical plans. These plans address long-term liquidity, earnings and risk management.

The Advisory team also assists credit unions with their allocation of funds. This can help enhance future earnings and liquidity, evaluate relative strength and risk to capital, and assess the efficiency of operational cost. Specific and customized strategic guidance helps credit unions maneuver through various economic and interest rate environments.

Features & Benefits:

  • Sound, objective investment advice is provided by Advisory Service consultants, not by commissioned salespersons or brokers.
  • Specific strategic financial plans are customized for each credit union.
  • Thorough assessments of current economic, interest rate and regulatory requirements help credit unions structure their financial assets and liabilities properly.
  • Advisors make investment portfolio recommendations to meet overall financial objectives. They take into consideration surplus and long-term return and liquidity. This can offset adverse interest rate risk and liquidity exposure.
  • The cost of Catalyst Strategic Solutions’ Advisory Service is a fraction of the cost of internally maintaining the same operations.
  • Advanced financial modeling and analysis is provided by a team of experienced professionals that specialize in the financial services industry.
  • Non-commissioned investment trades are made through a stable of broker/dealers.
  • Assistance is available for dealing with regulatory examiners and outside auditors.
  • Customized educational sessions are available for board members, management and staff.

Resources:

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"Catalyst" is a brand name for the financial services business conducted by Catalyst Corporate Federal Credit Union ("Catalyst"), both directly and through its subsidiaries, including CUSOURCE, LLC, d/b/a Catalyst Strategic Solutions ("CSS"). Balance sheet management services and asset liability management services are offered through CSS, a SEC registered investment adviser. CSS is a separate entity from Catalyst and all investment decisions are made independently by CSS employees. Neither Catalyst nor CSS provide its clients with legal, tax or accounting advice.

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