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BROKERAGE SERVICES


Brokerage Services Overview | Brokerage Services Team | Brokerage Services FAQs | Contact Brokerage Services


BROKERAGE SERVICES OVERVIEW

Southwest Corporate, in partnership with US Central Credit Union, offers credit unions a brokerage solution designed to bring significant value to your balance sheet. CU Investment Solutions, Inc. (ISI), a subsidiary of US Central, is a registered, licensed broker-dealer regulated by the SEC, a member of the FINRA, SIPC insured, and offered by Southwest Corporate Federal Credit Union.

Southwest Corporate/ISI brokers, based in Southwest Corporate's Plano, Texas office, provide your credit union a custom investment program with expertise and the level of service you desire. The brokers are registered representatives of ISI and are uniquely trained in the regulatory environment in which credit unions conduct business.

Southwest Corporate/ISI brokers understand the unique nature of credit unions and the regulatory environment in which they operate. With this understanding, they are able to offer your credit union competitive pricing on and access to a wide variety of securities from more than 20 broker-dealers, such as:

  • Treasuries
  • Agencies
  • Asset-backed securities
  • Money-market investments
  • Mortgage-backed securities
  • CMOs and REMICs

In addition to this wide variety of investments, Southwest Corporate FCU also offers your credit union:

  • Up-to-date market information
  • Regulatory expertise
  • Monthly accounting reports
  • BondEdge quarterly portfolio shock testing
  • A/LM reporting

There are no fees to be on the Brokerage Service. Start lowering your transaction costs right away. Contact a National Account Executive at 800.301.6196 for more information.

Note: Not FDIC insured; no bank guarantee; may lose value.

 
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Southwest Corporate Federal Credit Union is federally insured by the National Credit Union Administration, a US Government Agency.
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