What We Do
Put the talent, technology and tools of Balance Sheet Solutions to work for your credit union. As an extension of your team, we empower credit union decision makers to execute investment strategies with confidence.
Balance Sheet Solutions’ broker-dealer services enable credit unions to choose from a vast array of marketable securities* and brokered certificates with the assistance of dedicated credit union investment professionals. Using advanced data management and screening tools, our investment representatives are equipped and dedicated to finding the most attractive investments and completing the transaction on a very timely basis. In essence, we are committed to finding the right bond for the right reason at the right price. As such, our agenda is perfectly aligned with our credit union clients’ needs and investment objectives. To put it simply, our clients’ success is our success.
For most of our clients, however, identifying attractive securities and efficient trade executions are only part of the process. We are committed to enhancing the risk management via an extensive suite of tools including in-depth bond accounting, best of breed portfolio risk analytics, and credit research. The introduction of Premier Portfolio – Balance Sheet Solutions’ online investment management system – facilitates online trading and provides credit unions with easy access to key documents, monthly statements, and economic and market commentary all in one convenient location.
These value-added tools coupled with our total dedication to the credit union industry create the cornerstone of Balance Sheet Solutions – clearly delineating our organization from the traditional regional or Wall Street broker-dealer services.
Broker-dealer transactions are handled by Balance Sheet Solutions team members and facilitated through ISI, member FINRA/SIPC.