Corporate America Credit Union offers marketable securities through CU Investment Solutions, LLC (ISI). Partnering with ISI allows Corporate America the ability to offer brokerage products without the significant overhead cost related to operating their own FINRA and SEC-licensed broker-dealer.
ISI is a credit union-owned cooperative, so they exclusively focus on providing value to credit unions, offering only NCUA permissible investments. Each credit union has unique investment needs, so having a brokerage partner you can trust is crucial.
Our investment team will provide customized investment offerings for each individual credit union’s balance sheet and investment strategy. We offer competitive bond prices, efficient investment execution, up-to-date market information, and regulatory expertise.
Partnering with ISI provides our investment team access to one of the most extensive lists of bond inventories through the largest institutional desks of over 30 primary and regional broker/dealers.
- Agency Bullets and Callables
- Mortgage-backed Securities (MBS)
- Collateralized Mortgage Obligations (CMO)
- Asset Backed Securities (ABS)
- Corporate Bonds
Please contact our Member Investment Group today to get started investing in marketable securities, firstname.lastname@example.org or 800.292.6242 x163.
ISI Due Diligence Information
About CU Investment Solutions
CU Investment Solutions assists the Corporate Credit Union Network and its member credit unions in achieving successful investment strategies.
Founded in 1998, CU Investment Solutions’ initial mission focused on providing broker-dealer and investment advisory services exclusively for corporate credit unions. Since then, CU Investment Solutions has expanded its role, making it possible for credit unions to access marketable securities through its Corporate Agent Program.
CU Investment Solutions is registered with the Securities and Exchange Commission (SEC) as a broker-dealer under the Securities Exchange Act of 1934. CU Investment Solutions also is registered in the state of Kansas as an investment advisor under the Kansas Securities Act. CU Investment Solutions is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).Check the background of this firm and representatives on FINRA's BrokerCheck.