Credit Union Wealth Group Launches Managed Bond Portfolios for Credit Unions’ Part 703 Investments
CHICAGO–(BUSINESS WIRE)–#banking–Credit Union Wealth Group (CUWG), a leading provider of wealth management programs & investment solutions for credit unions, announces the launch of its credit union investment management services, a suite of managed bond products designed to help credit unions implement their Part 703 investment strategy.
Managed bond products offered include liquidity, ladders, target duration, defined maturity, and strategic credit across U.S. Treasuries, Treasury Inflation Protected Securities, Agency debentures and asset backed securities.
Strategies are designed like building blocks. They can stand alone or be combined to help CFOs cost effectively, precisely and conveniently pursue their credit union’s investment objectives. These objectives could include enhancing yield, diversification, income generation, duration matching, interest rate risk management and/or capital preservation.
Credit unions may select strategies at their discretion or collaborate with a Credit Union Wealth Group advisor. Advisors take a consultative approach to help select products to build and implement a customized portfolio.
“Institutional investors continue to utilize managed bond products to access fixed income strategies, however there is a service gap in the market for credit unions. The launch of our credit union investment management services is designed to close that gap. Our suite of low-cost products offers credit unions a complete lineup of cost effective tools to create the core of their Part 703 portfolio that is customizable, flexible and transparent,” said Evan Kulak, a financial advisor with CUWG.
About Credit Union Wealth Group
Credit Union Wealth Group (CUWG) is a Registered Investment Advisor (RIA) that specializes in providing credit unions of all sizes with comprehensive wealth management programs & investment services. Programs include a digital member portal, dedicated financial advisors, investments, compliance support and marketing. To learn more please visit www.cuwgroup.com/cuinvestments.
Disclosures
Advisory services offered through Polaris Financial, LLC doing business as Credit Union Wealth Group. Polaris Financial, LLC is a SEC registered investment advisor. All securities involve risk and may result in loss. Nothing in this communication should be construed as a solicitation or offer, or recommendation, or advice to buy or sell securities or services. Full disclosures are available at www.cuwgroup.com.
Contacts
Media: Michael McDermott, [email protected]
