V-Portfolio Services

Brokerage Services :: Portfolio Services

VolCorp truly is a one-stop shop offering the full-range of investment products to meet your credit union’s diverse needs. VolCorp provides competitive solutions administered by a seasoned staff. Solutions that range from on-balance sheet cash accounts and certificates of deposit, to off-balance sheet securities and brokered certificates. We can take the member-client from the idea and preparation stage, on through strategy formulation, execution, safekeeping, and regulatory and financial reporting.

VolCorp’s core investment products allow our seasoned staff the ability to take a credit union through all aspects of the investment experience. Whether you are a sophisticated buyer seeking robust analytics, or new to the investments world, we can help.

While we understand that great self-service can be more important than excellent personal service, VolCorp accepts nothing less than both. V-portfolio has been created to provide:

• Online trading of all credit union permissible investments
• Portfolio analytics, powered by the industry’s leading fixed income analytic engine
• Portfolio accounting that minimizes the credit union’s workload in preparing all regulatory and managerial investment reporting
• The ability to access historical information at your fingertips