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It is not a stretch to say that these are challenging times for the credit union industry. Credit union growth overall is generally stagnant, as evidenced by an aging, dwindling membership base and the harsh reality that there have been few new credit union charters issued in the past 10 years.

To offset this decline, one step that CUs can undertake that has the potential to work well–assuming it is well-conceived, supported and properly executed–is to offer an investment services program. As a financial adviser for Citadel Federal Credit Union with 20 years of experience–16 with Citadel FCU–and a registered rep for CUSO Financial Services, LP, (CFS) our program’s broker/dealer, I’ve seen first-hand how a well-modeled program with the right people, products and promotion, along with robust business tools and technologies, can make a significant impact on a credit union’s financial well-being and its ability to effectively compete for market share.

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