Balance Sheet Solutions

Marketable Securities

Marketable Securities

"The right bond, for the right reason, at the right price."

Gain access to thousands of investment choices that meet regulatory requirements, courtesy of people who know credit unions.

Brokered CDs

Brokered CDs

SimpliCD offers federally insured certificates of deposit at competitive rates from a nationwide pool of issuers

Need liquidity? To raise funds, consider issuing certificates.

Investment Advisory

Investment Advisory

Harness the power of analytics to fine-tune your investment mix and sector allocations - as you manage risk.

Our SEC-registered investment advisory representatives are here to help.

ALM Risk Reporting

ALM Risk Reporting

To develop effective business strategies, evaluate the risk on your balance sheet and forecast earnings, based on a range of assumptions.

Put our ALM tools and technology to work for your credit union.

Education & Consulting

Education & Consulting

Webinars covering essential balance sheet topics are geared for your financial officers, portfolio managers, and board members.

To target specific needs, consult our experts for one-on-one attention.

Today's Commentary & Rates

A daily look at market developments and key economic releases.

Today's Marketable Security Offerings

Indicative offerings: new Agency issues, secondary Agency market, MBS and bank notes.

Weekly Relative Value

Market, economic and political trends to watch, and investments to consider.

Fine Tune Your Portfolio, Manage Risk

See this one-page brief to learn how you can expand your team's capabilities.

© Balance Sheet Solutions, LLC. All securities are offered through CU Investment Solutions (ISI), LLC, member FINRA/SIPC. View Disclosure