How You Can Benefit

Support and strengthen the efforts of your credit union’s investment team with portfolio services offered by Balance Sheet Solutions. Owned by a credit union, our investment sales team, investment advisory and risk management solutions compare favorably to other alternatives. By aggregating resources (expertise and technology), Balance Sheet Solutions offers significant savings to your credit union – in time, money and effort.

See Balance Sheet Solutions’ value proposition.


Each day, we match credit unions with the right investment solutions, for the right reasons, at the right price. Are you seeking marketable securities? We centralize access and expand your choices. Leave behind sales people who push investments because their aim is to unload inventory. Instead, our broker-dealer* team notes your needs, locates the investments you are seeking, and offers alternatives to consider when appropriate.


We recognize the tremendous pressures CEOs, CFOs and portfolio managers face – yield, risk, regulations – strains that seem to grow each day. Receive one-one-one attention from experienced, credentialed investment professionals, tailored to your needs. Think of our risk management professionals and SEC-registered investment advisory services as an extension of your team. We work with you to help you realize your portfolio objectives, minimize risk and identify opportunities on the horizon.

Balance Sheet Solutions delivers:

* Broker-dealer transactions are facilitated through ISI, member FINRA/SIPC.