NCUA- Credit Union Investment Options

Credit Unions, like all businesses are constantly faced with rising health care costs; and there’s no end in sight.

To help offset some of these increases, NCUA provides Credit Unions with authority to explore a broader range of investment opportunities that can offer higher yields (Rule 701,19(c)). The challenge is finding the right opportunity that blends yield with the principal guarantees and liquidity necessary in the credit union industry.

Dinergy Wealth Management combines decades of credit union leadership expertise and investment management experience to help guide you through a wide range of options that can fit with your existing ladder and your investment philosophy. We've designed our 701.19 Solutions program to avoid any impact on your income statement.

To learn more and set up a consultations, visit the Dinergy Wealth Website, email us at [email protected] or call us at 513.878.0200.