You need access to expertise that understands both the credit union environment and the investment industry to build an investment program that is beneficial to the financial health of your credit union – and serves the best interests of your membership.
GSG offers an invaluable resource of expertise in investment program management from top to bottom including: coaching and recruiting of program personnel, data to assess program performance, tools to provide monthly management reporting, resources for marketing plan development and implementation, and all aspects of managing the broker/dealer relationship and conversion.
GSG wants to optimize member investment programs by delivering a full range of products and services to meet all member needs. We work with credit unions and CUSO's of all sizes and across the nation. There are no specific requirements except that the credit union/CUSO must be committed to the importance of their investment program and find value in working collaboratively.