The Credit Union Investment Strategy Group (CUISG) of Oppenheimer & Co. Inc. specializes in providing fixed income investment strategies tailored to the individual needs of small and large credit unions.
The Credit Union Investment Strategy Group has amassed over 125 years of combined experience addressing the unique fixed income needs of credit unions. Since the group's genesis in 1986, its client base has been exclusive to credit unions - providing on-site visits, customized investment education and investment strategies that are helping make the critical difference in the Credit Union's investment portfolio. 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.
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 within their investment portfolio. We believe every credit union should understand and have full transparency into their fixed income portfolio, so that they can help deliver higher yield and better overall service to their members.
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 to help grow your fixed income investment portfolio
The Oppenheimer Credit Union Group prides themselves on being low-pressure throughout the introductory and onboarding phases with our credit union clients.
We know that credit union executives often wear “many hats” in their respective roles at their institutions and that while managing / monitoring the investment portfolio is important to these industry leaders - It is not the only “hat” they have to wear.
It was for this reason that developing Our Process became a focal point of the group when nurturing new relationships with prospective clients. We have found that our highest performing clients have come to view our group as an extension of their executive team, but this has only been attainable by prioritizing our client's comfort with us as well as their investment education above all else.
By taking the time to develop a comprehensive understanding of the unique needs of each credit union we encounter, we are able to build our relationship together with trust as the foundation.
Credit Union Team with over 125 years Combined Experience
Discover how our proven strategies can help your credit union meet its investment goals through holistic assessment of the entire balance sheet, and strategic application of securities permissible by the NCUA.
office. (517) 333-7760
