Credit Union Investment Services

Overview

Credit Union Investment Services is a corporate advisory firm registered in North Carolina that serves individual and family clients. Its business model centers on fee-based advice billed as a percentage of assets under management, with core advisory activities that include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars or workshops. The firm identifies as a capital allocator and uses relationships across financial services—broker‑dealer, banking, insurance, law, and real estate channels—to source products and external managers. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices