As a credit union CEO, you are facing extraordinary financial challenges. Margins are contracting while operational expenses continue to expand at an unprecedented pace.
develop your game plan
Your vision includes best‑in‑class solutions that generate non‑traditional investment income. Our strategies bring innovative tools to non‑qualified deferred compensation plans and charitable giving programs through NCUA‑approved vehicles.
use our expertise
At Newcleus, our team of experts works with you in the design and launch of investment options that garner higher returns where a portion is available to fund competitive executive retention and recruitment plans, employee benefit programs, and charitable contributions.
getting the best advice?
By far exceeding our competitors, we develop investment strategies that generate income for your organization using the best-suited products with unique opportunities to offset the cost of benefit plans and charitable giving. Our products compete favorably against traditional investments, such as ETFs, bonds, and stocks that are subject to mark-to-market issues.