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CU Investment Solutions' registered representatives at Catalyst are experienced professionals, who approach each credit union individually, assessing its objectives against the current market environment. The
brokerage service has the expertise and knowledge to tailor solutions that are appropriate for a credit union's asset size, buying frequency and long-term goals.
CU Investment Solutions' registered representatives at Catalyst focus is on its credit union clients. The
brokerage service is not product driven; it is results driven! And its objective is to deliver unparalleled service and expertise that result in easing a credit union's investment burden. The
brokerage service does not rely exclusively upon the new issue market to find value for its clients. Through CU Investment Solutions' registered representatives at
Catalyst, credit unions have access to over 15 of the largest investment banks in the country—giving credit union investors an extensive selection of both new issue and secondary offerings.
Credit unions hold more of their liquid assets in bonds than in any other investment instrument. According to NCUA's June 2010 call report data, more than 2,400 credit unions currently have bonds in their portfolios, from small credit unions with a few million dollars in investments to the largest credit unions with substantial amounts of their portfolios in securities.
Approved investment offerings include:
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Treasuries
- Agencies
- Asset-backed securities
- Money-market investments
- Mortgage-backed securities
- Collateralized mortgage obligations (CMOs) and real estate mortgage investment conduits (REMICs)
The brokerage service is offered in association with CU Investment Solutions. A licensed broker-dealer regulated by the Securities and Exchange Commission (SEC),
Catalyst/CU Investment Solutions is a member of the Securities Investors Protection Corporation (SIPC) and the Financial Industry Regulatory Authority (FINRA).
Catalyst's Brokerage Service welcomes the opportunity to strategically partner with a credit union to generate solutions for its unique investment needs. There are no fees to participate in the
brokerage service.
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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