Address: 4450
Weaver Parkway, Warrenville, IL 60555
Phone: (800) 782-2431
Web Site:
www.balancesheetsolutions.org
Balance Sheet
Solutions is the wholly-owned Credit Union Service Organization of
Members United Corporate Federal Credit Union. The CUSO was created in
June 2006 with the merger of two entities - Mid-States Investment
Solutions, LLC, and MemberTrade Advisory Services, LLC, to form one
stronger, more diverse solution for credit unions.
Balance Sheet
Solutions is dedicated to servicing credit unions with diverse needs:
from analyzing security purchases and portfolio performance, to
discussions on total return, to education on benchmarking a portfolio,
to brokered CD products, to balance sheet strategies, to full Investment
Advisory Services. Its dedicated professionals have worked in credit
unions or with credit unions with a common goal of focusing on
supporting you and facilitating superior performance.
Products and
services include:
Marketable
Securities
SimpliCD
Corporate
Certificates
Investment
Advisory Services
CU in Transition
Program
Portfolio
Benchmarking
Share Sensitivity
Analysis
Asset/Liability
Management
Balance Sheet
Solutions, LLC, is a Securities and Exchange Commission (SEC) registered
broker-dealer and investment advisor and is a member of the National
Association of Securities Dealers, Inc. (NASD) and Securities Investor
Protection Corporation (SIPC).
