Marketable Securities | CU-ISI

Through the CU Investment Solutions, LLC (CU-ISI) Corporate Agent Program, AIM and CU-ISI offer brokerage services to credit unions. CU-ISI is a credit union service organization owned jointly by corporate credit unions.

CU-ISI Registered Representatives have your credit union’s best interest in mind. They have a keen understanding of industry regulation and policies, and a clear grasp of appropriate investments for credit unions.

CU-ISI offers credit unions:

Competitive Pricing
Lower Costs & Higher Yield
Credit Union Focused Portfolio Advice
Efficient Investment Execution
Regulatory Expertise

CU-ISI Investment Offerings include:

Agencies Debentures I Bullets, Callables, Step-ups
Asset-Backed Securities
Treasuries
Mortgage-Backed Securities I MBS
Collateralized Mortgage Obligations | CMOs
Municipal Securities
Corporate Bonds
Bank Notes

Learn More CU-ISI Website CU-ISI agreements

All securities are offered through CU Investment Solutions, LLC. The home office is located at 8500 W 110th St, Suite 650, Overland Park KS 66210. CU Investment Solutions, LLC registered with the Securities and Exchange Commission (SEC) as a broker-dealer under the Securities Exchange Act of 1934. CU Investment Solutions, LLC is registered in the state of Kansas as an investment advisor. Member of FINRA and SIPC. All investments carry risk; please speak with your representative to gain a full understanding of said risks. Securities offered are not insured by the FDIC or NCUSIF and may lose value. All opinions, prices and yields are subject to change without notice.