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.
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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.
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Source – Businesswire
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