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Investment Services

Like most credit union executives these days, you wear a lot of hats. You're busy beyond busy, and your needs are constantly changing - especially as balance sheets become more complicated and portfolios become more sophisticated. To complicate things further, you may not have the time, tools and training needed to keep risk and opportunity balanced for peak performance.

But...what if your credit union had an experienced partner that could:

  • Help maximize day-to-day balance sheet performance?
  • Do the never-ending math you don't have time to do?
  • Expertly adjust plans and projections as markets and goals change?
  • Run "what-if" scenarios and strategize for you?
  • Find opportunity on both sides of the balance sheet?
  • Build a balance sheet with muscle, flex and stamina?

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QuantyPhi is a wholly-owned CUSO of Corporate Central Credit Union

Corporate Central will partner with your credit union to understand your investment objectives and provide you with suitable risk appropriate investment securities.  We are committed to finding securities that meet your objectives, and will deliver them to you at a fair price.

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*Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC.  Corporate Central Credit Union is Independent of ProEquities, Inc.

Fixed rate CDs with competitive rates are available in terms from 30 days to 5 years.  Corporate Central also offers custom terms and rates for our member's needs. 

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Our LIBOR Investment Account is a short-term investment account with minimum transfers of $500,000 executable on Tuesdays only.  If Tuesday is not a business day, members may transfer funds on Wednesday.  The LIBOR Investment Account offers higher yields than settlement accounts with a shorter commitment.

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Our Money Market Account is an account that requires a minimum of $2 million in order to earn a dividend.  Dividends will progressively increase depending on the amount deposited.  There are no limits on deposits; however, withdrawals are limited to 3 per month.

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Our Plateau Account is a variable rate account that combines settlement and cash management services.  Depending on your cash position at the end of the day, your Plateau Account will either pay a dividend on a positive balance or advance a loan on a negative balance.  Users can review detailed activity reports and advance settlement loans automatically.  Also, dividends increase as deposits increase.  As balances grow and the next plateau level is attained, the higher plateau rate is paid on the entire balance.

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Our PLUS Account is a floating rate investment account that can adjust daily.  It offers enhanced short-term yields while maintaining flexibility.  Minimum investment is $500,000 and withdrawals are limited to 4 per month.  Excess withdrawals are subject to penalty.  Your PLUS Account can be used to enhance yields over the weekend as it offers higher yields than the Plateau Account.

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Our Premier Investment Suite is a self-directed, self-managed package of services that gives you the opportunity to allocate funds between settlement, investment and loan accounts to maximize returns.  You have easy access to excellent overnight rates and the lowest overnight loan rates Corporate Central has to offer.

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Through our Security Safekeeping program, your credit union has access to convenient, dependable settlement and safekeeping of your investment securities through a partnership with the only credit union owned trust administration provider that clears directly with the Deposit Trust Company (DTC) and the Federal Reserve.  Settlement, principal and interest payments are posted directly to your settlement account at Corporate Central.

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SimpliCD is a CD program, managed by Primary Financial Company, LLC, a CUSO owned by members of the Corporate Credit Union Network including Corporate Central.  SimpliCD enables members to easily invest substantial funds in federally insured CDs. This turnkey program combines the security of CD investing with the advantages of competitive rates and consolidating reporting. When you start investing through SimpliCD, your life gets a little less complicated.

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Our Variable Account is a short-term floating rate investment account with a commitment of at least 30 days.  At the end of the commitment period, the funds are automatically transferred to your settlement account.  The Variable Account offers a yield that mirrors current market rates.

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Our Family of CUSOs

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Corporate Central Credit Union
6262 South Lowell Place, Muskego, WI 53150
Phone: (800) 242-4747 | Fax: (414) 427-3700
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