CourseMark, LLC Joins as an Affiliate of Alden Investment Group
WAYNE, Pa. , May 10, 2022 /PRNewswire/ — CourseMark, LLC recently joined Alden Investment Group as an affiliate. Situated in Frisco, TXa suburb of Dallas-Fort Worth field, CourseMark is the only 100% credit union owned Credit Union Service Organization (CUSO) offering pre-funded investments in employee benefits and executive benefits. Previously with Cambridge Investments, CourseMark also offers financial planning, wealth management, charitable giving accounts and executive benefits solutions.
When asked why they decided to partner with Alden, Bill ParkinsonPresident and CEO of CourseMark, said, “There are many choices of partnering when it comes to brokerage and advisory services. Alden is the right partner for us because we trust them to help us navigate the regulations of the credit union space in order to create the best plans for our credit union customers.CourseMark exists to provide our customers with customized solutions that meet the needs of our customers, rather than off-the-shelf programs Alden is able to provide the solutions we need, while most companies could not offer us this flexibility.”
The company’s vision is to provide credit unions with tailored solutions to increase revenue and help attract and retain top talent. CourseMark chose to join Alden because of the superior institutional investment solutions available and its solid understanding of the credit union regulatory framework and their unique needs.
CourseMark offers credit unions tailored solutions to improve returns and increase investment options, including: pre-funded employee benefit plans, executive benefit plans, charitable donation accounts and comprehensive advisory and portfolio management services. Our employee and executive plans provide the added benefit of improving our clients’ ability to attract, reward and retain talented team members at all levels of their organization. As a 100% credit union owned CUSO, we are fundamentally structured to share our success with our credit union partners.
CourseMark is a CUSO of Collins Holding Company, a wholly owned subsidiary of Collins Community Credit Union, headquartered in Cedar Rapids, Iowa.
About Alden Investment Group
Founded in 1995, Alden is an independent firm with a full-service broker/dealer and registered investment adviser. Alden offers a broad and diverse menu of services, including individual account management, institutional research, investment banking, private placement offerings, wholesale services, pension plans, asset trading equities, fixed income trading and options trading, among other broker/dealer and RIA capabilities. Alden offers a robust platform for its advisors, built around competitive payouts, with access to unique investment products and a best-in-class compliance program.
SOURCE Alden Investment Group