OUR APPROACH

WE HELP YOU ACT 'BIG' SO YOU CAN STAY 'LOCAL'

Since 2011
 

We have been offering credit unions a viable wealth management alternative. 

 

This allows our partners the opportunity to benefit from the economies & efficiencies of a larger model; while at the same time allowing for the continuation of the look & feel of a locally owned credit union.

Our Unique CUSO Approach

"The 4 Cornerstone" Philosophy

Mission Statement

We empower our partners and clients through best in class strategies and effective processes so that they may establish and sustain compliant profitable wealth management practices.

 

Vision Statement

CUSO is committed to returning value to our shareholders and providing a viable alternative for the effective delivery of wealth management products and solutions to credit union members on behalf of our partners and clients.