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About Catalyst Strategic Solutions

Catalyst Strategic Solutions combines the 25 years of experience and product offerings of the former Southwest Corporate Investment Services CUSO and Georgia Corporate's asset/liability management service. Currently over 260 credit unions in 20 states rely on Catalyst Strategic Solutions’ expertise and industry leading resources.

With Strategic Solutions, a credit union service organization owned by Catalyst Corporate Federal Credit Union, credit unions have access to a variety of analytical resources, strategic consultation and investment portfolio management services and can:

  • Obtain customized balance sheet strategies to meet specific objectives
  • Access industry leading ALM modeling and customized reporting
  • Gain an understanding of the impact of future market conditions

Strategic Solutions includes Advisory Services and Asset/Liability Management Services.

Advisory Services

Advisory Services is an SEC-registered, comprehensive program of customized balance sheet solutions and integrated ALM guidance from experienced industry professionals. The Advisory team helps credit unions create specific plans to address long-term liquidity, effective returns, and protection of earnings streams and equity capital.

In addition, the Advisory team helps credit unions determine how to allocate funds to maximize future earnings and liquidty, evaluate relative strength and risk to capital and assess operational cost efficiencies. Specific and customized strategic guidance is provided to help credit unions maneuver through various economic and interest rate environments.

Asset/Liability Management Services

ALM Services helps credit unions measure interest rate risk on their balance sheets and obtain information useful for forecasting, budgeting and strategic planning.

The ALM team uses sophisticated modeling tools to help credit unions measure balance sheet risk. Credit unions receive customized and pinpoint-precise reports that indicate financial strengths, weaknesses and financial preparedness for the future.

The ALM team also produces a clear and concise report package that monitors financial performance and measures earnings fluctuations under a broad range of plausible interest-rate scenarios, factoring in such assumptions as changing interest rates, custom account behaviors, prepayments, new business procing and non-term share pricing.


To determine which services are right for your credit union, contact Mike McGinnis at 800.301.6196.

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©Catalyst Strategic Solutions 2011 - 2012     

* Indicates a product or service provided by Catalyst Corporate Federal Credit Union