Products & Services

Bond Execution

Paragon Financial Group buys and sells permissible bonds (U. S. Treasuries, U. S. Agencies, and Mortgage-Backed Securities) for credit unions through a registered Broker Dealer. This firm was created by a credit union and now list several among its shareholders. Why work through another Credit Union?

Here are some reasons:

• While many brokers claim to understand credit unions, few actually do. We not only understand them, we are part of one. Our personnel have been through NCUA examinations, coordinated ALCO meetings, assisted with investment selection, and participated in the marketing effort. We understand credit unions.

• Just being a Credit Union is not enough. To do business at all we had to be competitive. To satisfy the skeptics we had to be better than competitive. Many of those skeptics are now clients, mainly because we understand the credit union and deliver what it needs.

• By working with a Broker Dealer Owned by credit unions, we aligned ourselves with a company committed to our mission. We share the philosophy of always putting the client first. This relationship allows us to bring institutional pricing and service to all credit unions, regardless of size.

• Our staff has 40 years of combined experience working with credit unions and bond markets.