CU Investment Solutions provides risk management reporting, investment supervisory services, portfolio accounting, and consulting services primarily to corporate credit unions, banks, and other financial institutions. Owned by six corporate credit unions, the firm operates as both a registered investment advisor and a registered broker-dealer. CU Investment Solutions tailors its services to meet the specific balance sheet, regulatory compliance, and liquidity needs of each institutional client. Services include periodic reporting on compliance with federal credit union regulations, investment strategy recommendations, risk modeling system reviews, and portfolio evaluations. CU Investment Solutions does not manage accounts for individual retail investors, hold customer funds or securities, or exercise authority to make trades without client approval. Instead, the firm works closely with institutional staff to help them navigate regulatory guidelines and achieve their portfolio goals.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.