With a new broker-dealer and management model, South Carolina Federal Credit Union wanted to enhance its investment program that has been in place since 1996.
The $1.3 billion cooperative in North Charleston partnered with CUSO Financial Services LP, a San Diego-broker dealer and investment adviser, to make it happen.
"When reviewing broker dealers, it was important for us to partner with a collaborative firm that would seamlessly enhance our in-house investment services," Bonnie Ciuffo, South Carolina Federal investment program director said.
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