Alloya Investment Services is a division of Alloya Corporate Federal Credit Union's wholly owned credit union service organization (CUSO), Alloya Solutions, LLC. It was organized in Illinois as a limited liability company on October 10, 2002 under the name Balance Sheet Solutions. Alloya Investment Services provides broker-dealer services through an alliance with CU-Investment Solutions (ISI) – member FINRA/SIPC.

Alloya Investment Services works with credit unions nationwide to assist in their financial, investment and balance sheet needs. Broker-dealer services offered through ISI (member FINRA/SIPC) give access to Marketable Securities; and Alloya Investment Services provides brokered certificate (SimpliCD Purchase) options through SimpliCD.

In addition to providing investment and liquidity solutions, Alloya Investment Services offers “best of breed” investment accounting, credit research and investment portfolio analytics to its clients. These value-add tools provide credit unions with the information necessary to make informed and superior investment decisions.

Finally, Alloya Investment Services offers daily and weekly economic, market and portfolio strategy commentary via the Weekly Relative Value publication. Education sessions are held on various investment and liquidity topics throughout the year. Visit the Learn section to view upcoming education opportunities.

The firm may assist credit unions with Marketable Securities transactions through ISI including:

  • U.S. Government Securities
  • Federal Agency Securities
  • Corporate Debt Securities
  • Mortgage Backed Securities (MBS)
  • Collateralized Mortgage Obligations (CMOs)