Investments

Meeting the needs of financial officers seeking risk-averse, yield-producing destinations for excess funds, Alloya Corporate and its wholly owned CUSO, Balance Sheet Solutions, LLC*, provide a wealth of solutions.

Count on Balance Sheet Solutions – who work on behalf of credit unions every day – to locate investments that align with your credit union’s risk profile and return objectives. Among the products offered are brokered certificates (SimpliCD), highly liquid marketable securities (through ISI) and other instruments.

To develop or validate your credit union’s ALM, risk management, analytics and reporting processes, Balance Sheet Solutions’ Investment Advisory Services offer objective guidance. In order to structure durable performance for each client, the team’s advisory representatives combine years of financial expertise with a scientific, total-return approach to the balance sheet.

Offered by Balance Sheet Solutions

Offered by Balance Sheet Solutions, through ISI, member FINRA/SIPC

Offered by Alloya Corporate


* Balance Sheet Solutions, LLC, provides a wide range of services to credit unions nationwide. Broker-dealer services include brokered CDs and marketable securities through ISI. All securities are offered through CU Investment Solutions, LLC. (ISI). The home office is located at 8500 W 110th St, Suite 650, Overland Park KS 66210. ISI is registered with the SEC as a broker-dealer under the Securities Exchange Act of 1934. ISI also 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 by ISI are not insured by the FDIC or NCUSIF and may lose value. All opinions, prices and yields are subject to change without notice. Full investment advisory services are offered (SEC registered investment advisor). Other services include IRR Modeling & Consulting, ALM, Benchmarking, and Portfolio Analytics. Learn more at www.balancesheetsolutions.org.