Brokerage Service

BROKERAGE SERVICE

Paying too much for your Securities? We've got a solution to commission-based brokerage firms...

Southwest Corporate, in partnership with US Central Credit Union, offers credit unions a solution to commission-based brokerage firms. CU Investment Solutions, Inc. (ISI), a subsidiary of US Central, is a registered, licensed broker-dealer regulated by the SEC, a member of the NASD, SIPC insured, and is now 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 diversity 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, 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 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.

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