What is CU Investment Solutions?
Catalyst partnered with CU Investment Solutions, to create a brokerage service exclusively for credit unions. Its purpose is to provide credit unions with a high level of service at a lower cost. CU Investment Solutions is licensed and regulated by the Securities and Exchange Commission (SEC) and is a member of the Securities Investors Protection Corporation (SIPC) and the Financial Industry Regulatory Association (FINRA).
Why do business with CU Investment Solutions registered representatives at Catalyst?
With CU Investment Solutions' registered representatives at Catalyst, credit unions can establish relationships with investment professionals who understand both the investment industry's many diverse requirements and the regulatory environment in which credit unions operate. Whether buying, selling or simply looking for expert financial advice, CU Investment Solutions' registered representatives at
Catalyst help credit union management make informed investment decisions with ease and confidence. More than 770 credit unions nationwide trust CU Investment Solutions to assist them with their bond investments.
What investment services do CU Investment Solutions' registered representatives at Catalyst offer?
CU Investment Solutions' registered representatives at Catalyst offer customized investment programs that can incorporate a wide variety of securities, such as:
-
Treasuries
- Agencies
- Asset-backed securities
- Money-market investments
- Mortgage backed securities
- Collateralized mortgage obligations (CMOs) and real estate mortgage investment conduits (REMICs)
- Bankers acceptances
In addition, CU Investment Solutions' registered representatives at Catalyst offer competitive prices, up-to-date market information, regulatory expertise and analytical reporting.
What if our credit union is not presently buying securities?
Credit unions planning to buy securities in the future can complete the application process in advance, so that
Catalyst/CU Investment Solutions is only a phone call away when the markets present an investment opportunity. CU Investment Solutions' registered representatives at
Catalyst walk credit unions through the simple steps necessary to add
Catalyst to its approved broker-dealer list.
What is required to set up an account with CU Investment Solutions' registered representatives at
Catalyst?
There is no fee to set up an account, and it only takes a few minutes to fill out the new account forms. Once the forms are complete, the credit union can begin placing orders.
What steps should credit union officials take before they invest?
CU Investment Solutions' registered representatives at Catalyst believe credit unions should have a clear understanding of the investments they purchase. So, CU Investment Solutions' registered representatives at
Catalyst walk a credit union through the process of creating an investment policy, supply the credit union with information on investments that are suitable for the credit union and provide investment education, when needed.
To put this service to work for your credit union, email an investment professional at
brokerage@catalystcorp.org or call 800.301.6196.
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