CREDIT UNION INVESTMENT SERVICES

Overview

Credit Union Investment Services is a small corporate advisory operation that provides fee-based portfolio management and financial planning, with an emphasis on individual and small-business clients. The firm also runs educational seminars and workshops. It charges a percentage-of-assets fee and does not identify as an active ESG investor. Regulatory and structural notes in the record show a domestic ownership mix of entity and individual stakeholders; the adviser is not positioned as a capital allocator and is not registered as a multi-state or newly formed adviser. The firm maintains relationships across several industry channels — including broker-dealers, banking/thrift institutions, law firms, insurance companies, and real estate brokers — which likely serve as referral or distribution partners for its client-facing activities. The advisor’s model appears focused on delivering advice and portfolio oversight rather than managing large, proprietary investment platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices