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Article: Gesa Credit Union Chooses CUSO Financial Services L.P. as its Broker Dealer for New Managed Investment Program.
- Article from:
- Investment Weekly News
- Article date:
- November 7, 2009
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CUSO Financial Services, L.P., (CFS) a full-service broker dealer and SEC Registered Investment Adviser that provides customized investment and insurance solutions to the credit union industry, has entered into an agreement to provide managed broker/dealer services and back office support to Gesa Credit Union, headquartered in Richland, Washington.
This is a start-up investment program for Gesa Credit Union, where management is enthused to provide an investment program to its membership. Before choosing CFS from among a list of three finalists, the credit union's executive management reviewed about a dozen broker/dealers and sent RFPs to seven. They chose CFS for ...