CNBS - ALM Products and Brokerage Service

“The leading provider of securities brokerage, investment advisory and outsourced ALM reporting services to credit union nationwide.”

Tricorp offers a cost effective brokerage service, investment advisory and an ALM product through our CUSO – CNBS.  The staff of CNBS’ Brokerage Services Group has the market expertise and understanding of credit unions’ unique needs that are important to you.

Like Tricorp, they are dedicated to serving the financial needs of natural person credit unions nationwide. By focusing on credit unions exclusively, CNBS has a better understanding of your needs, the risks you face and the regulatory structure under which you operate.  And because CNBS does more business with credit unions than any other broker dealer, they have the national market presence to ensure that you always receive a competitive price.

Some of their services include:tt

Competitive Trade Execution
Investment Advisory Services
Asset Liability Modeling
Monthly Portfolio Reporting
Monthly Bond Accounting
Policy Design and Review
Analysis of Potentially More Risky Securities
Customized Training and Consulting

http://www.cnbsnet.com