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 –to work on behalf of credit unions every day – to locate investments that align with your credit union’s risk profile and return objectives: 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
Brokered Certificates (SimpliCD)
Investment Advisory Services

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

Offered by Alloya Corporate
Corporate Certificates, short-term – please inquire
Community Investment Fund
Securities Safekeeping
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* Balance Sheet Solutions, LLC, provides a wide range of services to credit unions nationwide. Broker/dealer services include marketable securities through ISI, member FINRA/SIPC, and brokered CDs.  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.