As we reflect on another remarkable year, Catalyst Asset Management extends its heartfelt gratitude to our member credit unions. Your partnership, trust and engagement continue to fuel our growth and strengthen the cooperative foundation we are proud to stand on.
First and foremost, thank you to every Catalyst member credit union and to the dedicated teams who partner with us every day. Our single, unwavering purpose is to accelerate and enable your success. When we provide exceptional value to our credit unions, you are empowered to deliver exceptional value to your members and communities.
Looking back at 2025, we have navigated dynamic markets, seized new opportunities and advanced the financial well-being of our industry together. Throughout the year, Catalyst Asset Management has continued to invest in new capabilities, resources and expertise to expand the value we bring to credit unions nationwide.
Catalyst Asset Management
Catalyst Asset Management is one of the oldest Registered Investment Advisors serving credit unions since 1987. Our dedicated team provides Asset Liability Management, Liquidity and Capital Stress Testing, Subordinated Debt, Derivative Hedging and our flagship Balance Sheet and Investment Consultation to credit unions across the country.
Throughout 2025, the team implemented several strategic enhancements including transitioning to a cloud based Empyrean model, integrating new data sources and expanding our team with seasoned senior consultants. These investments strengthen our ability to deliver comprehensive balance sheet and portfolio management, robust reporting tools and impactful consultation and support.
Catalyst Brokerage Services
The Catalyst Brokerage team prides itself on providing credit unions with access to a wide array of investment products and market intelligence. Whether you are looking for government securities, agency bonds or other fixed-income investments, our brokerage professionals deliver personalized solutions that align with your institution’s goals and regulatory requirements.
In 2025, the team released our online bond trading platform. This functionality rounds out Catalyst’s robust CD and loan participation online resources. These resources enable credit unions to make informed decisions, benefit from timely execution and seize opportunities as they arise.
Loan Participation Exchange
Catalyst has enabled over $4-billion in loan participations through our robust online portal. We are proud to facilitate these vital services and continue to expand the level of consultation we provide to enable credit unions to optimize and grow their loan portfolios, diversify risk and achieve greater financial resilience.
Looking Forward
As we reflect on the past year, we are immensely proud of what we have accomplished together. The Catalyst Financial Services team is honored to serve as your partner and we look ahead to 2026 with optimism, ready to support your growth, deepen collaboration and further strengthen the financial fabric of our credit union community.
Thank you for your continued trust, partnership and cooperative spirit. From all of us at Catalyst Asset Management, we wish you a successful, prosperous and joyful new year.
Important Disclosures:
"Catalyst" is a brand name for the financial services business conducted by Catalyst Corporate Federal Credit Union ("Catalyst"), both directly and through its subsidiaries, including CUSOURCE, LLC, d/b/a Catalyst Strategic Solutions ("CSS"). Balance sheet management services and asset liability management services are offered through CSS, a SEC registered investment adviser. CSS is a separate entity from Catalyst and all investment decisions are made independently by CSS employees. Neither Catalyst nor CSS provide its clients with legal, tax or accounting advice.
All securities are offered through CU Investment Solutions LLC (ISI). The home office of ISI is located at 8500 W. 110th St., Overland Park, KS 66210. ISI is registered with the Securities and Exchange Commission (SEC) as a broker-dealer under the Securities Exchange Act of 1934. ISI also is registered in the state of Kansas as an investment advisor. Member of FINRA and SIPC. All investments carry risk; please speak with your representative to gain a full understanding of said risks. Securities offered by ISI are not insured by the FDIC or NCUSIF and may lose value. All opinions, prices and yields are subject to change without notice.