Institutional Investments Vendors for Credit Unions
Institutional investment partners help credit unions manage the investment portfolio and balance sheet that sit behind member deposits. This category covers asset-liability management, investment advisory, broker-dealer services, and access to corporate credit unions and CUSOs that pool buying power. These firms guide decisions on liquidity, duration, yield, and interest-rate risk within the limits regulators and the board allow. When choosing a partner, confirm their experience with credit union balance sheets and NCUA permissible investments, the depth of their ALM modeling, fee transparency, and whether their advice fits a not-for-profit cooperative built to serve members rather than maximize returns.
Vendors a credit union has reviewed earn the 🥷 CU-Reviewed badge.
💬 Discuss Institutional Investments vendors with the community
| Vendor | Location | Client CUs | Rating | Reviews |
|---|---|---|---|---|
| ALM First Financial Advisors | 🔗 71 | — | 0 | |
| AVANA CUSO (previously Extensia Financial) | 🔗 6 | — | 0 | |
| Corporate America Credit Union | — | — | 0 | |
| Credit Union Investment Strategy Group of Oppenheimer & Co | — | — | 0 | |
| Earnest Consulting Group | — | — | 0 | |
| Elite Capital Management Group | — | — | 0 |