Organization Overview

Balance Sheet Solutions, LLC is a wholly owned credit union service organization (CUSO) of Alloya Corporate Federal Credit Union (Alloya) and was organized in Illinois as a limited liability company on October 10, 2002. Balance Sheet Solutions provides broker-dealer services through an alliance with CU-Investment Solutions (ISI) – member FINRA/SIPC. The firm is an SEC registered investment advisor pursuant to Section 203 of the Investment Advisers Act of 1940 effective August 5, 2004.

Balance Sheet Solutions, LLC, provides a wide range of services to credit unions nationwide. Broker/dealer services offered through ISI (member FINRA/SIPC) give access to marketable securities; and Balance Sheet Solutions provides brokered CD options through SimpliCD. Full Investment Advisory Services are offered (SEC registered investment advisor). Other services include Risk Modeling & Consulting, ALM, Benchmarking, and Portfolio Analytics.

Balance Sheet Solutions renders advisory services and offers educational and training sessions with respect to permissible investments of credit unions. It works with credit unions nationwide to assist in their financial, investment and balance sheet needs.

The firm may assist credit unions with marketable security transactions through ISI including:

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