Interested in speaking with someone? Send us a message and someone will be in contact with you promptly.
Thank you for your submission.
We will be in contact with you shortly.
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.
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
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.
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.
Oppenheimer & Co. Inc.’s website and/or mobile terms, privacy and security policies don’t apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. Oppenheimer & Co. Inc. isn’t responsible for (and doesn’t provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the Oppenheimer & Co. Inc. name.