CU Investment Solutions, LLC
VolCorp offers a range of investment products to meet your credit union’s diverse needs. If your investment portfolio calls for short-term liquidity, flexibility, or longer-term investment vehicles, VolCorp can provide competitive solutions. Furthermore, our experienced financial staff is always available to assist you with questions and planning.
Benefits of choosing VolCorp for your Investment Needs:
- Licensed brokers on staff
- Strong industry knowledge
- Reputation of exceptional member service
- Safety and soundness
- Transferring money is as easy as a telephone call to one of our Investment Specialists
Expanding your portfolio is simple with a brokerage account from VolCorp. With licensed brokers on staff at VolCorp, this service provides you with the opportunity to buy and sell all permissible securities along with other benefits such as: increasing diversification, access to national inventories, and serving as an alternative pricing source per NCUA guidelines. Setting up your account is easy and it’s free!! With a Corporate Agent Account in place, we’ll be ready to execute a trade when you are and/or serve as your alternative pricing source.
Please contact us for Security Offerings
- Cassie Fivecoat, Series 7 and 63
Toll Free 800.470.3444, ext. 7922
- Phillip Cochran
Senior VP/CIO, Series 7 and 63
Toll Free 800.470.3444, ext. 7950
All securities are offered through CU Investment Solutions, LLC. The home office is located at 8500 W 110th St, Suite 650, Overland Park KS 66210. CU Investment Solutions, LLC registered with the Securities and Exchange Commission (SEC) as a broker-dealer under the Securities Exchange Act of 1934. CU Investment Solutions, LLC is registered in the state of Kansas as an investment advisor. Member of FINRA and SIPC. All investments carry risk; please speak with your representative to gain a full understanding of said risks. Securities offered are not insured by the FDIC or NCUSIF and may lose value. All opinions, prices and yields are subject to change without notice.