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CUNA Mutual Plants $15 Million Stake in Investment Services

With a team of 10 advisers helping to oversee a retail investment portfolio of $402 million, SchoolsFirst Federal Credit Union places high value on being able to respond to members quickly, seamlessly and efficiently.

By Michelle A. Samaad | Updated on December 05, 2012

With a team of 10 advisers helping to oversee a retail investment portfolio of $402 million, SchoolsFirst Federal Credit Union places high value on being able to respond to members quickly, seamlessly and efficiently.

Those standards are among the reasons the $9.4 billion SchoolsFirst in Santa Ana, Calif., is looking forward to reaping the benefits of CUNA Mutual Group’s multi-year, multi-million dollar investment in its broker-dealer, CUNA Brokerage Services Inc. to help credit unions better address a growing need to serve members’ investment goals.

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