What We Do

Put the talent, technology and tools of Balance Sheet Solutions to work for your credit union – at a fraction of the cost to do it on your own. Click here for a printable, one-page summary of services.

As an extension of your team, we empower credit union decision makers to execute investment strategies with confidence, while mitigating risk. More than 700 credit unions nationwide use the services of credit union-owned Balance Sheet Solutions.

See Balance Sheet Solutions’ value proposition.

Broker-Dealer

Choose from a vast array of marketable securities and brokered certificates, assisted by professionals who are knowledgeable about credit unions and their regulatory environment. Broker-dealer transactions are handled by Balance Sheet Solutions team members and facilitated through ISI, member FINRA/SIPC.

Investment Advisory

Establish an effective investment policy, make informed investment decisions and execute them with confidence. Balance Sheet Solutions’ investment advisory team is available to help your credit union develop strategies, perform analytics, recommend suitable investments, and provide ongoing portfolio surveillance. Balance Sheet Solutions is an SEC-registered investment advisor.

Risk Management

As an unbiased third party, we are your credit union management team’s advocate and behind-the-scenes resource. Through data gathering and assumption decisions, to sophisticated ALM modeling, to targeted interest rate risk analysis and consulting, leverage Balance Sheet Solutions’ team. We expand your capabilities, offer objective checks and balances, and validate your strategic balance sheet decisions. Balance Sheet Solutions is an SEC-registered investment advisor.