- 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
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.