INVESTMENTS (SIMPLIFIED)
Instant access:
Tools. Options. Experts.
Top-notch tools are at the ready. Advantageous, risk-appropriate investment options are at your fingertips. Our investment experts are on call. Optimized portfolio performance is what’s in your credit union’s future.
Why Alloya Investment Services?
TOOLS
OPTIONS
EXPERTS
We invest in portfolio management tools and technology, so you don’t have to:
We offer virtually all fixed income inventories (but hold no inventory ourselves, unlike other broker-dealers), so your credit union sees all potential opportunities in the marketplace at the most competitive rates, meanwhile knowing that your best interest is our best interest:
Alloya Investment Services is a division of Alloya Corporate's wholly owned CUSO, which means our team of professionals is 100% dedicated to credit unions. We bring expertise, industry knowledge and an understanding of regulatory requirements to each interaction, so you can make investment decisions with confidence.
Alloya Investment Services is a division of Alloya Corporate's wholly owned CUSO, which means our team of professionals is 100% dedicated to credit unions. We bring expertise, industry knowledge and an understanding of regulatory requirements to each interaction, so you can make investment decisions with confidence.
Partner with Alloya Investment Services to leverage our investment trifecta – tools, options and expertise – and take the stress out of investing your credit union’s excess cash.
Our job is to make your job easier.
*Alloya Investment Services provides broker-dealer services to credit unions nationwide. The broker-dealer services include Marketable Securities through CU Investment Solutions, LLC (member FINRA/SIPC) and brokered CDs (through SimpliCD, a product of Primary Financial). Alloya Investment Services is a division of Alloya Corporate FCU’s wholly owned CUSO, Alloya Solutions, LLC. To learn more about Alloya Investment Services, visit www.alloyacorp.org/invest.