CUSO Financial Services LP

• TRUST Mutual Funds Signs on Missouri Corporate CU

  By Michelle A. Samaad  |  May 3, 2013

  St. Louis corporate among first distributors of TRUST credit union mutual funds since new partnership was announced.

• CUSO Financial, TRUST Form Credit Union Mutual Fund Alliance

  By Michelle A. Samaad  |  April 30, 2013

  Alliance to help expand distribution of TRUST’s institutional portfolios within the credit union industry.

• CommunityAmerica’s Financial Planning Caters to Special Needs Children

  By Michelle A. Samaad  |  March 18, 2013

  Kansas credit union creates planning center for families with children with special needs.

• CUSOs Team Up to Boost Investment Services

  By Michelle A. Samaad  |  March 8, 2013

  Back-office services provider Xtend in marketing agreement with CUSO Financial to bring investment services to mid-market credit unions.

• New England FCU Links Up With CUSO Financial Services LP

  By Michelle A. Samaad  |  December 4, 2012

  The $930 million New England Federal Credit Union is the latest to sign on with broker-dealer CUSO Financial Services LP.

• Industry Awards

  By Staff Writer  |  October 1, 2012

  Industry awards, honors.

• Pentagon Federal Credit Union Moves Back to CUSO Financial

  By Michelle A. Samaad  |  September 11, 2012

  After briefly moving to another broker-dealer, Pentagon Federal Credit Union has returned to CUSO Financial Services LP.

• TruMark Financial Moves to New Broker-Dealer

  By Michelle A. Samaad  |  June 12, 2012

  The $1.4 billion TruMark Financial Credit Union has signed on CUSO Financial Services LP as its broker-dealer.

• California Investment CUSO Builds Roster

  By Michelle A. Samaad  |  March 2, 2012

  Six more credit unions have partnered with CUSO Financial Services LP to build their managed and dual employee investment programs.

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  Investment Revamp at Coastal FCU Aligns With Membership Needs

  By Michelle A. Samaad  |  February 26, 2012

  Nearly seven years ago, changes to Coastal Federal Credit Union’s investment program were put in place to help build a stronger presence with members, many of whom had long-time ties to IBM, the cooperative’s original sponsor.