CU Investment Solutions (CUIS) offers risk management reporting, investment supervisory services, portfolio accounting, and consulting to corporate credit unions and other financial institutions. CUIS tailors its services to each client's needs, as outlined in a Corporate Strategies Agreement. CUIS does not hold customer accounts or have discretionary authority over client accounts.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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