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