Investment & Trust Services

Investment & Trust Services

Program Management

  • Full service out sourced management for a credit unions retail investment, insurance
          and trust programs
  • Over 10 years of experience: start-up programs, turn-around or transition, building for growth
  • Proven results
  • Business continuity
  • Cost effective, specialized expertise

 OSJ Management

GSG offers Office of Supervisory Jurisdiction Management Services as part of our Investment Program Management division. Our OSJ Managers are properly licensed and registered with a broker dealer. They supervise each individual representative in your investment program to ensure they are being compliant with all SEC, FINRA, and State securities rules/laws. The OSJ offers a high level of protection for your members, representatives, and credit union.

Collaborative Trust Model

GSG has developed a unique collaborative solution to allow credit unions to offer trust services to their members. GSG is able to hire a trust officer to be shared by a group of credit unions in a targeted geographic area. GSG manages the trust services program to complement the full service investment program. GSG works with a trust company to provide the needed products and legal support. We offer this affordable collaborative solution to help bring your trust services program to the next level of success
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