Investment Services

Program Management

  • Full service out sourced management for a credit unions retail investment and insurance
          programs
  • Over 20 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.