Brokerage Services
Brokerage Services for Credit Unions
Investment decisions are complicated enough, but the pressure is on when you are investing the money of your members. That’s why Catalyst brokerage services are built on the foundation of decades of experience working with credit unions of every size.
Markets fluctuate. Security prices rise and fall. But Catalyst is a steady hand no matter what is happening in the markets. Our team of independent financial professionals understand how to invest to meet your strategic needs, whether for risk management, liquidity support, and earnings.
Catalyst doesn’t lead you toward one preferred outcome. Instead, you have access to over 30 primary and regional broker/dealer inventories, and every security is presented in an unbiased manner.
At Catalyst, insight is backed by real data leading to sound guidance to assist your credit union. Economic updates, market trends, pricing strategies – good advice requires understanding and the ability to see the deeper meaning in the numbers.
Catalyst isn’t just a securities broker; we work to make your investment strategies come to life and provide the value-added services necessary to deliver for you and your members.
- Extended access: with over 30 broker/dealers to work with, we work to find the structures to meet your needs and efficient pricing.
- Investment accounting: back-office reporting to ease your accounting and Call Report filing process.
- Safekeeping: secure and friendly option for holding your securities
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Important Disclosure:
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.
Insights from Catalyst
Relationships matter. As a credit union, you need partners that will stand with you through thick and thin. This is who Catalyst is, and what Catalyst does. That’s the value of partnerships…a true relationship.