Put our experienced investment sales team* to work for your credit union, to identify suitable, risk-appropriate securities for your portfolio. We take pride in our partnership approach to understanding your objectives and return expectations, before locating specific investments. Credit union-owned, your success is our success – literally.
Unlike typical regional or Wall Street trading desks which commonly offload their “in-house” inventory, we have no such conflicts of interest. Instead, we are fully committed to doing what’s right for your credit union: finding the right bond, for the right reason, at the right price.
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* All 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.
© Balance Sheet Solutions, LLC. All securities are offered through CU Investment Solutions (ISI), LLC, member FINRA/SIPC. View Disclosure