Catalyst Strategic Solutions offers investment management services to credit unions, helping them with asset/liability structure, cash flow, liquidity, and investment diversification. They develop investment and derivative policies for the client's board of directors to approve. Catalyst Strategic Solutions guides clients in investing in financial markets or using derivatives to manage interest rate risk. All investments and derivatives must be permissible for credit unions under applicable laws.
Fee Structure
Catalyst Strategic Solutions offers investment management services to credit unions. The advisory fees are negotiable and calculated monthly in arrears. Some clients use an older fee schedule that includes a base fee plus a percentage of investments purchased on the client's behalf. The percentage decreases for larger investment amounts. The fee structure could incentivize more trading, so the Chief Compliance Officer reviews trade volume and fee structure annually.