CU Investment Solutions

Catalyst Corporate, in partnership with CU Investment Solutions, LLC, provides access to the largest institutional desks of over 30 primary and regional broker/dealers. This results in highly competitive bond prices and yields through the power of aggregation. Catalyst Corporate investment officers work closely with credit unions to develop solutions that are tailored to their size and complexity. This helps credit unions reach their balance sheet and portfolio goals.

Approved investment offerings include:

Agency Securities
Asset-Backed Securities
Banker Acceptance Notes
Collateralized Mortgage Obligations (CMOs)
Corporate Bonds
Mortgage-Backed Securities (MBS)
Municipal Bonds
Treasuries

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Features & Benefits:
  • More than 1,000 credit unions in 49 states have access to comprehensive brokerage services.
  • As a credit union-owned cooperative, CU Investment Solutions is exclusively focused on providing value to credit unions.
  • Highly competitive bond prices and yields are available through CU Investment Solutions' relationships. Those relationships are with the largest institutional desks of over 30 primary and regional broker/dealers.
  • Available investments are especially suited for credit unions.
  • Registered representatives ensure that credit unions buy only NCUA permissible securities.
  • Up-to-date market and economic information is provided to assist with timely portfolio decisions.
  • Execution is efficient.
  • Credit unions realize lower costs and higher yields.
  • Support is provided from experienced registered representatives who know credit unions.

Resources:

bar chart iconInvestment Yield
Comparison FAQs imageMarket
Commentary PDF iconEBA Agreement with Dallas Fed

 

Education iconBond Education Education iconGlossary of Terms Coins iconRates

 
 

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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