U.S. Congress

Making the Critical Difference

Credit unions have unique fixed income investment needs. In addition to focusing on investment yield, credit unions are making vital decisions that will impact their members.

The Credit Union Investment Strategy Group of Oppenheimer & Co. Inc. (“Oppenheimer Credit Union Group”) specializes in providing fixed income investment strategies tailored to the individual needs of small and large credit unions.

We go beyond offering traditional investment advice. Our team of experienced investment advisors work hand-in-hand with your credit union to ensure you have the education, support and resources you need to understand and grow your fixed income investment portfolio.

Our motto is: Education First. We believe every credit union should understand and have full transparency into their fixed income portfolio, so that they can deliver higher yield and better overall service to their members.

Who We Are

The Oppenheimer Credit Union Group has over 100 years of combined experience addressing the unique fixed income needs of credit unions. We partner with credit unions from across the country - providing on-site visits, customized investment education and investment strategies that are helping make the critical difference in the Credit Union's investment portfolio.

We believe in an “Education First” philosophy. We are thought-leaders in the credit union investment space and are dedicated to helping our clients make better financial decisions.

Recent Insights

What Has Happened to Yield on Investments?

Since Interest Rates Began Rising?

Discover our strategies and how we may help your Credit Union!

*CU yields above are not indicative of future yields and are for illustrative purposes only

 Credit Union Investment Strategy Group
PUBLICATIONS

The Benefits of Working with The Credit Union Investment Strategy Group

Credit Union Team with over 100 years Combined Experience

Discover our proven strategies and how we can help your organization meet its investment goals through a custom tailored analytical balance sheet approach.

Read More

Upcoming Events

Learn about upcoming financial seminars and financial events. It is an opportunity to learn and talk credit unions, and learn from credit union experts and industry thought-leaders.

Melville Location
Conference and Expo
FINANCIAL SEMINAR

CU Economic & Investment Summit

Soaring Eagle Casino and Resort

May 2-3 2024

The Fed is Preparing to Pivot —Are You?

What’s next for Interest Rates? Employing ‘Interest Rate Perspective’ to Improve & Protect Investment Yield?

May 2, 2024 • 4:00-7:00PM
Check-in & Cocktail Reception

May 3, 2024 • 9:00AM-3:00PM
Breakfast | Lunch | Educational Sessions


The Credit Union Investment Strategy Group is pleased to announce the 1st Annual Michigan CU Economic & Investment Summit at Soaring Eagle Casino & Resort. Join our team and your peers in discussing critical topics and how they pertain to your Credit Union.

  • Navigating a falling rate environment.
  • What investment strategies can be utilized to safeguard income in a falling rate environment.
  • How handcuffing your CU’s portfolio to a limited scope of investments can be disadvantageous amidst interest rate shifts.

Learn more here.