Insights from Catalyst

Welcome to Catalyst's blog, where thought leaders share their insights on news, trends and events. Have a blog idea? Contact the Communications Team

Did Your Broker Change? Try the Catalyst Brokerage Difference

March 25, 2024
By Jonathan Jackson, CFA, FRM, Manager of Brokerage Services

Relationships matter. As a credit union, you need partners that will stand with you through thick and thin. This is who Catalyst is, and what Catalyst does. That’s the value of partnerships…a true relationship.

Welcoming imageIn the last decade or so, many broker-dealers expanded into the credit union space to increase their client bases and drive revenue, but that trend appears to be reversing. Due to high rates and low liquidity, credit union investment volumes hit decades-low volumes in 2023, so it's no surprise to see many of these firms moving away from the Credit Union Movement.

In this current turbulent environment with broker dealers pulling back, Catalyst’s brokerage stands constant and dedicated to the credit union community. We believe it is crucial to highlight the distinct advantages the Catalyst brokerage team brings to the table.

First and foremost, Catalyst’s singular focus is on supporting credit unions; it’s what we do and why we exist. This commitment means that our offerings are always aligned with NCUA and state regulations, ensuring compliance without compromise. Moreover, our cooperative ownership model aligns our goals and objectives with those of the credit unions we serve, fostering a mutually beneficial relationship built on shared success.

Secondly, the team of brokers at Catalyst offer a unique level of expertise and sophistication that combines both decades of experience in the fixed income markets but also decades of experience working with credit unions. At Catalyst we understand the diverse needs of credit union balance sheets and the role the investment portfolio plays on the balance sheet. We know the cash flow needs that credit unions have and provide strategies and investments to meet those needs. We are here to serve through a long-term partnership, not just a trade today. Our emphasis is on building lasting relationships based on trust, reliability, and mutual success.

Thirdly, the Catalyst brokerage team has a full suite of brokerage solutions that not only meet what credit unions are looking for, but we offer those solutions at very competitive prices. We have access to large and diverse inventories of bonds and will have access to the bonds you are looking for when the times comes that you need them. Catalyst also has solutions in times of tight liquidity such as issuing non-member deposits and selling loan participations. We want to be your partner through all rate cycles and liquidity ups and downs.

Catalyst creates lasting, long-term relationship with our credit unions. Our goal is to support your success over the long-term; not to jump into the industry when liquidity is flowing and leave when times get challenging. If you are ready to find a partner that will be with you for the long-term, come experience the Catalyst Difference

Contact Catalyst today to schedule a time to discuss your options for investment management solutions.

All securities are offered through CU Investment Solutions, LLC. The home office is located at 8500 W 110th St, Suite 650, Overland Park KS 66210. CU Investment Solutions, LLC registered with the Securities and Exchange Commission (SEC) as a broker-dealer under the Securities Exchange Act of 1934. CU Investment Solutions, LLC 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 are not insured by the FDIC or NCUSIF and may lose value. All opinions, prices and yields are subject to change without notice.