Credit Union Investment
Strategy Group

Making the Critical Difference

Credit unions have unique fixed income investment needs. In addition to focusing on investment yield, credit unions are making vital decisions that will impact their members.

The Credit Union Investment Strategy Group of Oppenheimer & Co. Inc. (“Oppenheimer Credit Union Group”) specializes in providing fixed income investment strategies tailored to the individual needs of small and large credit unions.

We go beyond offering traditional investment advice. Our team of experienced investment advisors work hand-in-hand with your credit union to ensure you have the education, support and resources you need to understand and grow your fixed income investment portfolio.

Our motto is: Education First. We believe every credit union should understand and have full transparency into their fixed income portfolio, so that they can deliver higher yield and better overall service to their members.

Who We Are

The Oppenheimer Credit Union Group has over 100 years of combined experience addressing the unique fixed income needs of credit unions. We partner with credit unions from across the country - providing on-site visits, customized investment education and investment strategies that are helping make the critical difference in the Credit Union's investment portfolio.

We believe in an “Education First” philosophy. We are thought-leaders in the credit union investment space and are dedicated to helping our clients make better financial decisions.

Recent Insights

What Has Happened to Yield
on Investments?

Since Interest Rates Began Rising?

Discover our strategies and how we may help your Credit Union!

*CU yields above are not indicative of future yields and are for illustrative purposes only

Upcoming Events

Learn about upcoming financial seminars and financial events. It is an opportunity to learn and talk credit unions, and learn from credit union experts and industry thought-leaders.