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

The Williston, Vt.-based credit union said while its investment program has been active for approximately 10 years, executives wanted to work with a broker dealer that better fit its culture. The cooperative said it reviewed six other broker dealers, and completed extensive due diligence on three before deciding on CFS.


NOT FOR REPRINT

© 2023 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

 

Credit Union Times

Join Credit Union Times

Don’t miss crucial strategic and tactical information necessary to run your institution and better serve your members. Join Credit Union Times now!

  • Free unlimited access to Credit Union Times' trusted and independent team of experts for extensive industry news, conference coverage, people features, statistical analysis, and regulation and technology updates.
  • Exclusive discounts on ALM and Credit Union Times events.
  • Access to other award-winning ALM websites including TreasuryandRisk.com and Law.com.

Already have an account? Sign In Now
Join Credit Union Times

Copyright © 2023 ALM Global, LLC. All Rights Reserved.